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Portfolio Design Labs’s SEI Investments SEIC Stock Holding History

Portfolio Design Labs’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 		$811K Sell
9,249
-2,575
-22% -$225K 0.13% 136
2026
Q1 		$928K Sell
11,824
-5,320
-31% -$438K 0.17% 140
2025
Q4 		$1.41M Sell
17,144
-660
-4% -$54.2K 0.23% 110
2025
Q3 		$1.51M Sell
17,804
-41,973
-70% -$3.73M 0.26% 91
2025
Q2 		$5.37M Sell
59,777
-1,301
-2% -$105K 1.05% 24
2025
Q1 		$4.74M Buy
61,078
+30,976
+103% +$2.49M 0.98% 20
2024
Q4 		$2.48M Buy
30,102
+5,522
+22% +$433K 0.51% 61
2024
Q3 		$1.7M Buy
+24,580
New +$1.64M 0.47% 74

Other funds holding SEIC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Portfolio Design Labs's SEIC Position: Q2 2026 in Review

Portfolio Design Labs reduced its SEI Investments (SEIC) stake by 22% in Q2 2026, selling an estimated $225K and leaving 9,249 shares worth $811K. The position accounts for 0.13% of the portfolio, ranked #136.

Portfolio Design Labs first reported a position in SEIC in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.37M in Q2 2025. 573 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Portfolio Design Labs held 9,249 shares of SEI Investments worth $811K as of Q2 2026.
  • Portfolio Design Labs sold 2,575 SEI Investments shares in Q2 2026, an estimated $225K.
  • SEI Investments made up 0.13% of Portfolio Design Labs's portfolio in Q2 2026, its #136 holding.
  • Portfolio Design Labs first reported a position in SEI Investments in Q3 2024 and has held it in 8 quarters since.
  • Portfolio Design Labs's SEI Investments position peaked at $5.37M in Q2 2025.
  • 573 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.