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Rothschild Investment LLC’s SEI Investments SEIC Stock Holding History

Rothschild Investment LLC’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 		$13K Sell
148
-459
-76% -$40K ﹤0.01% 1744
2026
Q1 		$47.6K Buy
607
+42
+7% +$3.46K ﹤0.01% 1132
2025
Q4 		$46.3K Buy
565
+411
+267% +$33.8K ﹤0.01% 1046
2025
Q3 		$13.1K Buy
154
+114
+285% +$10.1K ﹤0.01% 1354
2025
Q2 		$3.59K Buy
40
+20
+100% +$1.61K ﹤0.01% 1676
2025
Q1 		$1.55K Hold
20
– – ﹤0.01% 2058
2024
Q4 		$1.65K Hold
20
– – ﹤0.01% 1922
2024
Q3 		$1.38K Sell
20
-70
-78% -$4.67K ﹤0.01% 1938
2024
Q2 		$5.82K Buy
+90
New +$6.05K ﹤0.01% 1182

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

Rothschild Investment LLC's SEIC Position: Q2 2026 in Review

Rothschild Investment LLC reduced its SEI Investments (SEIC) stake by 76% in Q2 2026, selling an estimated $40K and leaving 148 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1744.

Rothschild Investment LLC first reported a position in SEIC in Q2 2024 and has held it in 9 quarters since. The position peaked at $47.6K in Q1 2026. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Rothschild Investment LLC held 148 shares of SEI Investments worth $13K as of Q2 2026.
  • Rothschild Investment LLC sold 459 SEI Investments shares in Q2 2026, an estimated $40K.
  • SEI Investments made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1744 holding.
  • Rothschild Investment LLC first reported a position in SEI Investments in Q2 2024 and has held it in 9 quarters since.
  • Rothschild Investment LLC's SEI Investments position peaked at $47.6K in Q1 2026.
  • 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.