PS
SEIC icon

Principal Securities’s SEI Investments SEIC Stock Holding History

Principal Securities’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 		$1.14M Buy
14,480
+2,741
+23% +$226K 0.02% 683
2025
Q4 		$963K Buy
11,739
+9,622
+455% +$791K 0.01% 708
2025
Q3 		$180K Buy
2,117
+566
+36% +$50.3K ﹤0.01% 1337
2025
Q2 		$139K Buy
1,551
+227
+17% +$18.3K ﹤0.01% 1393
2025
Q1 		$109K Hold
1,324
– – ﹤0.01% 1399
2024
Q4 		$109K Buy
1,324
+155
+13% +$12.2K ﹤0.01% 1399
2024
Q3 		$80.9K Buy
1,169
+96
+9% +$6.41K ﹤0.01% 1489
2024
Q2 		$69.4K Buy
1,073
+26
+2% +$1.75K ﹤0.01% 1463
2024
Q1 		$75.3K Buy
1,047
+8
+0.8% +$531 ﹤0.01% 1387
2023
Q4 		$66K Buy
+1,039
New +$60.6K ﹤0.01% 1359

Other funds holding SEIC

BlackRock
BlackRock New York $5.7T 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