Optima Capital’s SEI Investments SEIC Stock Holding History

Optima 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
2026 Q1	–	Sell	-72	Closed	-$5.94K	–	1088
2025 Q4	$5.94K	Buy	+72	New	+$5.92K	﹤0.01%	594

Other funds holding SEIC

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

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 $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

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

Optima Capital's SEIC Position: Q1 2026 in Review

Optima Capital sold out of SEI Investments (SEIC) in Q1 2026, closing a stake of 72 shares — an estimated $5.94K sold.

Optima Capital first reported a position in SEIC in Q4 2025 and held it in 1 quarter. The position peaked at $5.94K in Q4 2025. 566 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.

Optima Capital reported no remaining SEI Investments position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 72 SEI Investments shares in Q1 2026, an estimated $5.94K.
Optima Capital first reported a position in SEI Investments in Q4 2025 and held it in 1 quarter.
Optima Capital's SEI Investments position peaked at $5.94K in Q4 2025.
566 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.