NewEdge Wealth’s SEI Investments SEIC Stock Holding History

NewEdge Wealth’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 Q3	–	Sell	-7,861	Closed	-$683K	–	1059
2025 Q2	$683K	Buy	+7,861	New	+$634K	0.01%	620

Other funds holding SEIC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NewEdge Wealth's SEIC Position: Q3 2025 in Review

NewEdge Wealth sold out of SEI Investments (SEIC) in Q3 2025, closing a stake of 7,861 shares — an estimated $683K sold.

NewEdge Wealth first reported a position in SEIC in Q2 2025 and held it in 1 quarter. The position peaked at $683K in Q2 2025. 548 funds tracked by Wall St. Rank hold SEIC as of Q3 2025.

NewEdge Wealth reported no remaining SEI Investments position as of Q3 2025 after selling out during the quarter.
NewEdge Wealth sold 7,861 SEI Investments shares in Q3 2025, an estimated $683K.
NewEdge Wealth first reported a position in SEI Investments in Q2 2025 and held it in 1 quarter.
NewEdge Wealth's SEI Investments position peaked at $683K in Q2 2025.
548 funds tracked by Wall St. Rank held SEI Investments as of Q3 2025.

Based on NewEdge Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.