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Mendota Financial Group’s SEI Investments SEIC Stock Holding History

Mendota Financial Group’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
2025
Q1 		– Sell
-632
Closed -$52.1K – 321
2024
Q4 		$52.1K Sell
632
-836
-57% -$65.6K 0.03% 157
2024
Q3 		$102K Hold
1,468
– – 0.05% 116
2024
Q2 		$95K Hold
1,468
– – 0.05% 129
2024
Q1 		$106K Hold
1,468
– – 0.06% 123
2023
Q4 		$93.3K Hold
1,468
– – 0.07% 152
2023
Q3 		$88.4K Hold
1,468
– – 0.09% 105
2023
Q2 		$87.5K Buy
1,468
+299
+26% +$17.4K 0.1% 104
2023
Q1 		$70.4K Sell
1,169
-299
-20% -$17.9K 0.07% 120
2022
Q4 		$85.6K Buy
+1,468
New +$82.6K 0.11% 107

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mendota Financial Group's SEIC Position: Q1 2025 in Review

Mendota Financial Group sold out of SEI Investments (SEIC) in Q1 2025, closing a stake of 632 shares — an estimated $52.1K sold.

Mendota Financial Group first reported a position in SEIC in Q4 2022 and held it in 9 quarters. The position peaked at $106K in Q1 2024. 547 funds tracked by Wall St. Rank hold SEIC as of Q1 2025.

  • Mendota Financial Group reported no remaining SEI Investments position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 632 SEI Investments shares in Q1 2025, an estimated $52.1K.
  • Mendota Financial Group first reported a position in SEI Investments in Q4 2022 and held it in 9 quarters.
  • Mendota Financial Group's SEI Investments position peaked at $106K in Q1 2024.
  • 547 funds tracked by Wall St. Rank held SEI Investments as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.