Patten & Patten’s SEI Investments SEIC Stock Holding History

Patten & Patten’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 Q2	$824K	Hold	9,400	–	–	0.04%	202
2026 Q1	$738K	Hold	9,400	–	–	0.04%	210
2025 Q4	$771K	Hold	9,400	–	–	0.05%	207
2025 Q3	$798K	Hold	9,400	–	–	0.05%	205
2025 Q2	$845K	Sell	9,400 -100	-1%	-$8.06K	0.05%	187
2025 Q1	$737K	Hold	9,500	–	–	0.05%	188
2024 Q4	$784K	Hold	9,500	–	–	0.05%	187
2024 Q3	$657K	Hold	9,500	–	–	0.04%	200
2024 Q2	$615K	Hold	9,500	–	–	0.04%	198
2024 Q1	$683K	Hold	9,500	–	–	0.05%	196
2023 Q4	$604K	Hold	9,500	–	–	0.05%	180
2023 Q3	$572K	Buy	+9,500	New	+$584K	0.05%	184

Other funds holding SEIC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Patten & Patten's SEIC Position: Q2 2026 in Review

Patten & Patten held its SEI Investments (SEIC) position steady in Q2 2026 at 9,400 shares worth $824K. The position accounts for 0.04% of the portfolio, ranked #202.

Patten & Patten first reported a position in SEIC in Q3 2023 and has held it in 12 quarters since. The position peaked at $845K in Q2 2025. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Patten & Patten held 9,400 shares of SEI Investments worth $824K as of Q2 2026.
Patten & Patten left its SEI Investments share count unchanged in Q2 2026.
SEI Investments made up 0.04% of Patten & Patten's portfolio in Q2 2026, its #202 holding.
Patten & Patten first reported a position in SEI Investments in Q3 2023 and has held it in 12 quarters since.
Patten & Patten's SEI Investments position peaked at $845K in Q2 2025.
572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.