Resona Asset Management’s SEI Investments SEIC Stock Holding History

Resona Asset 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
2025 Q2	–	Sell	-32,265	Closed	-$2.5M	–	850
2025 Q1	$2.5M	Buy	32,265 +1,046	+3%	+$84.1K	0.01%	565
2024 Q4	$2.58M	Sell	31,219 -2,799	-8%	-$220K	0.02%	566
2024 Q3	$2.35M	Sell	34,018 -488	-1%	-$32.6K	0.01%	589
2024 Q2	$2.23M	Sell	34,506 -1,941	-5%	-$130K	0.01%	591
2024 Q1	$2.62M	Buy	+36,447	New	+$2.42M	0.02%	584

Other funds holding SEIC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Resona Asset Management's SEIC Position: Q2 2025 in Review

Resona Asset Management sold out of SEI Investments (SEIC) in Q2 2025, closing a stake of 32,265 shares — an estimated $2.5M sold.

Resona Asset Management first reported a position in SEIC in Q1 2024 and held it in 5 quarters. The position peaked at $2.62M in Q1 2024. 564 funds tracked by Wall St. Rank hold SEIC as of Q2 2025.

Resona Asset Management reported no remaining SEI Investments position as of Q2 2025 after selling out during the quarter.
Resona Asset Management sold 32,265 SEI Investments shares in Q2 2025, an estimated $2.5M.
Resona Asset Management first reported a position in SEI Investments in Q1 2024 and held it in 5 quarters.
Resona Asset Management's SEI Investments position peaked at $2.62M in Q1 2024.
564 funds tracked by Wall St. Rank held SEI Investments as of Q2 2025.

Based on Resona Asset Management's 13F filing for Q2 2025, filed 6 Aug 2025.