Mackenzie Financial
SEIC icon

Mackenzie Financial’s SEI Investments SEIC Stock Holding History

Mackenzie Financial’s Portfolio SEIC Stock Details SEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-12,946
Closed -$1.07M – 1715
2025
Q4 		$1.07M Sell
12,946
-2,627
-17% -$216K ﹤0.01% 1035
2025
Q3 		$1.32M Buy
15,573
+2,950
+23% +$262K ﹤0.01% 980
2025
Q2 		$1.13M Hold
12,623
– – ﹤0.01% 983
2025
Q1 		$980K Buy
12,623
+2,457
+24% +$198K ﹤0.01% 988
2024
Q4 		$838K Sell
10,166
-926
-8% -$72.6K ﹤0.01% 982
2024
Q3 		$767K Sell
11,092
-756
-6% -$50.5K ﹤0.01% 917
2024
Q2 		$766K Buy
11,848
+2,689
+29% +$181K ﹤0.01% 916
2024
Q1 		$659K Sell
9,159
-563
-6% -$37.4K ﹤0.01% 966
2023
Q4 		$618K Sell
9,722
-833
-8% -$48.6K ﹤0.01% 949
2023
Q3 		$602K Sell
10,555
-4,897
-32% -$301K ﹤0.01% 955
2023
Q2 		$921K Sell
15,452
-9,320
-38% -$542K ﹤0.01% 876
2023
Q1 		$1.43M Buy
24,772
+9,993
+68% +$599K ﹤0.01% 790
2022
Q4 		$862K Buy
+14,779
New +$831K ﹤0.01% 800
2022
Q2 		– Sell
-13,337
Closed -$803K – 1532
2022
Q1 		$803K Sell
13,337
-682
-5% -$40.6K ﹤0.01% 924
2021
Q4 		$854K Buy
14,019
+1,628
+13% +$101K ﹤0.01% 935
2021
Q3 		$735K Buy
12,391
+881
+8% +$53.8K ﹤0.01% 950
2021
Q2 		$713K Sell
11,510
-3,910
-25% -$244K ﹤0.01% 932
2021
Q1 		$940K Sell
15,420
-3,222
-17% -$189K ﹤0.01% 823
2020
Q4 		$1.07M Buy
18,642
+8,216
+79% +$449K ﹤0.01% 705
2020
Q3 		$529K Sell
10,426
-4,139
-28% -$219K ﹤0.01% 780
2020
Q2 		$801K Buy
+14,565
New +$761K ﹤0.01% 708
2016
Q2 		– Sell
-5,897
Closed -$254K – 947
2016
Q1 		$254K Hold
5,897
– – ﹤0.01% 748
2015
Q4 		$309K Buy
+5,897
New +$307K ﹤0.01% 747

Other funds holding SEIC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial's SEIC Position: Q1 2026 in Review

Mackenzie Financial sold out of SEI Investments (SEIC) in Q1 2026, closing a stake of 12,946 shares — an estimated $1.07M sold.

Mackenzie Financial first reported a position in SEIC in Q4 2015 and held it in 23 quarters. The position peaked at $1.43M in Q1 2023. 568 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.

  • Mackenzie Financial reported no remaining SEI Investments position as of Q1 2026 after selling out during the quarter.
  • Mackenzie Financial sold 12,946 SEI Investments shares in Q1 2026, an estimated $1.07M.
  • Mackenzie Financial first reported a position in SEI Investments in Q4 2015 and held it in 23 quarters.
  • Mackenzie Financial's SEI Investments position peaked at $1.43M in Q1 2023.
  • 568 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.