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North Capital’s SEI Investments SEIC Stock Holding History

North Capital’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
Q4 		– Sell
-22
Closed -$1.87K – 593
2025
Q3 		$1.87K Hold
22
– – ﹤0.01% 523
2025
Q2 		$1.98K Hold
22
– – ﹤0.01% 513
2025
Q1 		$1.71K Buy
+22
New +$1.77K ﹤0.01% 516

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 $3.37T AUM 44.26% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 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

North Capital's SEIC Position: Q4 2025 in Review

North Capital sold out of SEI Investments (SEIC) in Q4 2025, closing a stake of 22 shares — an estimated $1.87K sold.

North Capital first reported a position in SEIC in Q1 2025 and held it in 3 quarters. The position peaked at $1.98K in Q2 2025. 560 funds tracked by Wall St. Rank hold SEIC as of Q4 2025.

  • North Capital reported no remaining SEI Investments position as of Q4 2025 after selling out during the quarter.
  • North Capital sold 22 SEI Investments shares in Q4 2025, an estimated $1.87K.
  • North Capital first reported a position in SEI Investments in Q1 2025 and held it in 3 quarters.
  • North Capital's SEI Investments position peaked at $1.98K in Q2 2025.
  • 560 funds tracked by Wall St. Rank held SEI Investments as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.