SageView Advisory Group’s SEI Investments SEIC Stock Holding History

SageView Advisory Group’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	–	Sell	-95	Closed	-$7.79K	–	2094
2025 Q4	$7.79K	Buy	+95	New	+$7.81K	﹤0.01%	1810

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SageView Advisory Group's SEIC Position: Q1 2026 in Review

SageView Advisory Group sold out of SEI Investments (SEIC) in Q1 2026, closing a stake of 95 shares — an estimated $7.79K sold.

SageView Advisory Group first reported a position in SEIC in Q4 2025 and held it in 1 quarter. The position peaked at $7.79K in Q4 2025. 569 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.

SageView Advisory Group reported no remaining SEI Investments position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 95 SEI Investments shares in Q1 2026, an estimated $7.79K.
SageView Advisory Group first reported a position in SEI Investments in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's SEI Investments position peaked at $7.79K in Q4 2025.
569 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.