New York Life Investment Management’s SEI Investments SEIC Stock Holding History

New York Life Investment Management’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	$891K	Buy	11,351 +2,773	+32%	+$228K	0.01%	688
2025 Q4	$704K	Sell	8,578 -1,028	-11%	-$84.5K	0.01%	674
2025 Q3	$815K	Sell	9,606 -506	-5%	-$45K	0.01%	699
2025 Q2	$909K	Sell	10,112 -1,017	-9%	-$82K	0.01%	662
2025 Q1	$864K	Buy	11,129 +664	+6%	+$53.4K	0.01%	674
2024 Q4	$863K	Buy	+10,465	New	+$821K	0.01%	690
2023 Q4	–	Sell	-11,682	Closed	-$704K	–	1338
2023 Q3	$704K	Buy	11,682 +6,179	+112%	+$380K	0.01%	703
2023 Q2	$328K	Buy	+5,503	New	+$320K	﹤0.01%	1212

Other funds holding SEIC

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

New York Life Investment Management's SEIC Position: Q1 2026 in Review

New York Life Investment Management increased its SEI Investments (SEIC) stake by 32% in Q1 2026, buying an estimated $228K and bringing the position to 11,351 shares worth $891K. The position accounts for 0.01% of the portfolio, ranked #688.

New York Life Investment Management first reported a position in SEIC in Q2 2023 and has held it in 8 quarters since. The position peaked at $909K in Q2 2025. 567 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.

New York Life Investment Management held 11,351 shares of SEI Investments worth $891K as of Q1 2026.
New York Life Investment Management bought 2,773 SEI Investments shares in Q1 2026, an estimated $228K.
SEI Investments made up 0.01% of New York Life Investment Management's portfolio in Q1 2026, its #688 holding.
New York Life Investment Management first reported a position in SEI Investments in Q2 2023 and has held it in 8 quarters since.
New York Life Investment Management's SEI Investments position peaked at $909K in Q2 2025.
567 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.