Royal Capital Wealth Management’s SEI Investments SEIC Stock Holding History

Royal Capital Wealth 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 Q1	$251K	Buy	3,202 +1	+0%	+$82	0.16%	82
2025 Q4	$263K	Hold	3,201	–	–	0.16%	79
2025 Q3	$272K	Hold	3,201	–	–	0.17%	74
2025 Q2	$288K	Buy	3,201 +1	+0%	+$81	0.19%	68
2025 Q1	$248K	Hold	3,200	–	–	0.17%	74
2024 Q4	$264K	Sell	3,200 -800	-20%	-$62.7K	0.19%	68
2024 Q3	$277K	Hold	4,000	–	–	0.2%	67
2024 Q2	$259K	Sell	4,000 -200	-5%	-$13.4K	0.19%	69
2024 Q1	$302K	Hold	4,200	–	–	0.24%	67
2023 Q4	$267K	Hold	4,200	–	–	0.23%	72
2023 Q3	$253K	Buy	+4,200	New	+$258K	0.24%	71

Other funds holding SEIC

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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