NBT Bank’s SEI Investments SEIC Stock Holding History

NBT Bank’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 Q2	–	Sell	-3,081	Closed	-$242K	–	1146
2026 Q1	$242K	Buy	3,081 +2,999	+3,657%	+$247K	0.02%	350
2025 Q4	$251K	Sell	82 -3	-4%	-$247	0.02%	348
2025 Q3	$260K	Sell	85 -2,977	-97%	-$265K	0.02%	344
2025 Q2	$275K	Buy	3,062 +17	+0.6%	+$1.37K	0.02%	334
2025 Q1	$236K	Buy	3,045 +19	+0.6%	+$1.53K	0.02%	352
2024 Q4	$250K	Hold	3,026	–	–	0.02%	344
2024 Q3	$209K	Hold	3,026	–	–	0.01%	374
2024 Q2	$196K	Buy	3,026 +21	+0.7%	+$1.41K	0.01%	369
2024 Q1	$216K	Hold	3,005	–	–	0.02%	359
2023 Q4	$191K	Buy	+3,005	New	+$175K	0.02%	365

Other funds holding SEIC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

NBT Bank's SEIC Position: Q2 2026 in Review

NBT Bank sold out of SEI Investments (SEIC) in Q2 2026, closing a stake of 3,081 shares — an estimated $242K sold.

NBT Bank first reported a position in SEIC in Q4 2023 and held it in 10 quarters. The position peaked at $275K in Q2 2025. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

NBT Bank reported no remaining SEI Investments position as of Q2 2026 after selling out during the quarter.
NBT Bank sold 3,081 SEI Investments shares in Q2 2026, an estimated $242K.
NBT Bank first reported a position in SEI Investments in Q4 2023 and held it in 10 quarters.
NBT Bank's SEI Investments position peaked at $275K in Q2 2025.
574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.