Raymond James Financial
SEIC icon

Raymond James Financial’s SEI Investments SEIC Stock Holding History

Raymond James Financial’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 		$51.2M Buy
583,800
+11,637
+2% +$1.02M 0.01% 928
2026
Q1 		$44.9M Buy
572,163
+39,805
+7% +$3.28M 0.01% 923
2025
Q4 		$43.7M Buy
532,358
+4,044
+0.8% +$332K 0.01% 897
2025
Q3 		$44.8M Sell
528,314
-14,277
-3% -$1.27M 0.01% 866
2025
Q2 		$48.8M Buy
542,591
+10,396
+2% +$838K 0.02% 769
2025
Q1 		$41.3M Buy
532,195
+16,337
+3% +$1.31M 0.02% 820
2024
Q4 		$42.5M Buy
+515,858
New +$40.5M 0.02% 815

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 $3.38T AUM 44.17% 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

Raymond James Financial's SEIC Position: Q2 2026 in Review

Raymond James Financial increased its SEI Investments (SEIC) stake by 2% in Q2 2026, buying an estimated $1.02M and bringing the position to 583,800 shares worth $51.2M. The position accounts for 0.01% of the portfolio, ranked #928.

Raymond James Financial first reported a position in SEIC in Q4 2024 and has held it in 7 quarters since. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Raymond James Financial held 583,800 shares of SEI Investments worth $51.2M as of Q2 2026.
  • Raymond James Financial bought 11,637 SEI Investments shares in Q2 2026, an estimated $1.02M.
  • SEI Investments made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #928 holding.
  • Raymond James Financial first reported a position in SEI Investments in Q4 2024 and has held it in 7 quarters since.
  • 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.