MOTCO’s SEI Investments SEIC Stock Holding History

MOTCO’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 Q3	$14.9K	Hold	145	–	–	﹤0.01%	455
2026 Q2	$12.7K	Buy	+145	New	+$12.6K	﹤0.01%	415
2023 Q3	–	Sell	-2	Closed	-$119	–	940
2023 Q2	$119	Buy	+2	New	+$116	﹤0.01%	988

Other funds holding SEIC

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

First Financial Bankshares Abilene, Texas $5.57B AUM 22.53% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

MOTCO's SEIC Position: Q3 2026 in Review

MOTCO held its SEI Investments (SEIC) position steady in Q3 2026 at 145 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

MOTCO first reported a position in SEIC in Q2 2023 and has held it in 3 quarters since. 374 funds tracked by Wall St. Rank hold SEIC as of Q3 2026.

MOTCO held 145 shares of SEI Investments worth $14.9K as of Q3 2026.
MOTCO left its SEI Investments share count unchanged in Q3 2026.
SEI Investments made up ﹤0.01% of MOTCO's portfolio in Q3 2026, its #455 holding.
MOTCO first reported a position in SEI Investments in Q2 2023 and has held it in 3 quarters since.
374 funds tracked by Wall St. Rank held SEI Investments as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.