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PharVision Advisers’s SEI Investments SEIC Stock Holding History

PharVision Advisers’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
-3,008
Closed -$247K – 550
2025
Q4 		$247K Buy
3,008
+309
+11% +$25.4K 0.12% 402
2025
Q3 		$229K Buy
+2,699
New +$240K 0.13% 396

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

PharVision Advisers's SEIC Position: Q1 2026 in Review

PharVision Advisers sold out of SEI Investments (SEIC) in Q1 2026, closing a stake of 3,008 shares — an estimated $247K sold.

PharVision Advisers first reported a position in SEIC in Q3 2025 and held it in 2 quarters. The position peaked at $247K in Q4 2025. 565 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.

  • PharVision Advisers reported no remaining SEI Investments position as of Q1 2026 after selling out during the quarter.
  • PharVision Advisers sold 3,008 SEI Investments shares in Q1 2026, an estimated $247K.
  • PharVision Advisers first reported a position in SEI Investments in Q3 2025 and held it in 2 quarters.
  • PharVision Advisers's SEI Investments position peaked at $247K in Q4 2025.
  • 565 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.

Based on PharVision Advisers's 13F filing for Q1 2026, filed 22 Apr 2026.