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SEIC icon

Optimize Financial’s SEI Investments SEIC Stock Holding History

Optimize Financial’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
-5,245
Closed -$430K – 435
2025
Q4 		$430K Buy
5,245
+72
+1% +$5.92K 0.22% 191
2025
Q3 		$439K Buy
+5,173
New +$460K 0.23% 170

Other funds holding SEIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Optimize Financial's SEIC Position: Q1 2026 in Review

Optimize Financial sold out of SEI Investments (SEIC) in Q1 2026, closing a stake of 5,245 shares — an estimated $430K sold.

Optimize Financial first reported a position in SEIC in Q3 2025 and held it in 2 quarters. The position peaked at $439K in Q3 2025. 565 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.

  • Optimize Financial reported no remaining SEI Investments position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 5,245 SEI Investments shares in Q1 2026, an estimated $430K.
  • Optimize Financial first reported a position in SEI Investments in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's SEI Investments position peaked at $439K in Q3 2025.
  • 565 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.