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Orion Portfolio Solutions’s SEI Investments SEIC Stock Holding History

Orion Portfolio Solutions’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
Q1 		$881K Sell
11,353
-2,656
-19% -$214K 0.01% 1150
2024
Q4 		$1.16M Buy
+14,009
New +$1.1M 0.01% 966
2020
Q3 		– Sell
-197
Closed -$11K – 1759
2020
Q2 		$11K Buy
197
+54
+38% +$2.82K ﹤0.01% 1178
2020
Q1 		$7K Sell
143
-13
-8% -$773 ﹤0.01% 1199
2019
Q4 		$10K Buy
+156
New +$9.7K ﹤0.01% 1010

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Orion Portfolio Solutions's SEIC Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its SEI Investments (SEIC) stake by 19% in Q1 2025, selling an estimated $214K and leaving 11,353 shares worth $881K. The position accounts for 0.01% of the portfolio, ranked #1150.

Orion Portfolio Solutions first reported a position in SEIC in Q4 2019 and has held it in 5 quarters since. The position peaked at $1.16M in Q4 2024. 546 funds tracked by Wall St. Rank hold SEIC as of Q1 2025.

  • Orion Portfolio Solutions held 11,353 shares of SEI Investments worth $881K as of Q1 2025.
  • Orion Portfolio Solutions sold 2,656 SEI Investments shares in Q1 2025, an estimated $214K.
  • SEI Investments made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1150 holding.
  • Orion Portfolio Solutions first reported a position in SEI Investments in Q4 2019 and has held it in 5 quarters since.
  • Orion Portfolio Solutions's SEI Investments position peaked at $1.16M in Q4 2024.
  • 546 funds tracked by Wall St. Rank held SEI Investments as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.