Redwood Investment Management’s SEI Investments SEIC Stock Holding History

Redwood Investment Management’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	$1.17M	Buy	+13,366	New	+$1.17M	0.12%	134
2026 Q1	–	Sell	-13,315	Closed	-$1.09M	–	335
2025 Q4	$1.09M	Sell	13,315 -756	-5%	-$62.1K	0.12%	173
2025 Q3	$1.19M	Sell	14,071 -1,110	-7%	-$98.6K	0.13%	187
2025 Q2	$1.36M	Sell	15,181 -1,744	-10%	-$141K	0.14%	194
2025 Q1	$1.31M	Sell	16,925 -267	-2%	-$21.5K	0.14%	184
2024 Q4	$1.42M	Buy	+17,192	New	+$1.35M	0.14%	222
2023 Q4	–	Sell	-26,357	Closed	-$1.59M	–	387
2023 Q3	$1.59M	Sell	26,357 -1,352	-5%	-$83.1K	0.14%	202
2023 Q2	$1.65M	Buy	+27,709	New	+$1.61M	0.17%	166
2021 Q4	–	Sell	-67,571	Closed	-$4.01M	–	304
2021 Q3	$4.01M	Buy	67,571 +12,095	+22%	+$738K	0.57%	40
2021 Q2	$3.44M	Buy	55,476 +6,609	+14%	+$412K	0.56%	46
2021 Q1	$2.98M	Buy	+48,867	New	+$2.86M	0.57%	44
2020 Q4	–	Sell	-13,418	Closed	-$681K	–	275
2020 Q3	$681K	Buy	+13,418	New	+$709K	0.17%	180

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 $3.38T AUM 44.17% 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

Redwood Investment Management's SEIC Position: Q2 2026 in Review

Redwood Investment Management opened a new position in SEI Investments (SEIC) in Q2 2026: 13,366 shares worth $1.17M. The stake represents 0.12% of the portfolio and ranks #134 among its holdings. This is a return to the name: Redwood Investment Management previously reported a position in SEIC as recently as Q4 2025.

Redwood Investment Management first reported a position in SEIC in Q3 2020 and has held it in 12 quarters since. The position peaked at $4.01M in Q3 2021. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Redwood Investment Management held 13,366 shares of SEI Investments worth $1.17M as of Q2 2026.
SEI Investments was a new Redwood Investment Management position in Q2 2026.
SEI Investments made up 0.12% of Redwood Investment Management's portfolio in Q2 2026, its #134 holding.
Redwood Investment Management first reported a position in SEI Investments in Q3 2020 and has held it in 12 quarters since.
Redwood Investment Management's SEI Investments position peaked at $4.01M in Q3 2021.
574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Redwood Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.