Sanctuary Advisors’s SEI Investments SEIC Stock Holding History

Sanctuary Advisors’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	$4.22M	Sell	48,143 -466	-1%	-$40.6K	0.02%	651
2026 Q1	$3.81M	Sell	48,609 -453	-0.9%	-$37.3K	0.02%	647
2025 Q4	$4.02M	Buy	49,062 +62	+0.1%	+$5.1K	0.02%	620
2025 Q3	$4.16M	Buy	49,000 +7,883	+19%	+$700K	0.02%	596
2025 Q2	$3.69M	Sell	41,117 -380	-0.9%	-$30.6K	0.02%	608
2025 Q1	$3.22M	Sell	41,497 -5,873	-12%	-$472K	0.02%	612
2024 Q4	$4.08M	Sell	47,370 -10,471	-18%	-$821K	0.03%	577
2024 Q3	$4.67M	Buy	57,841 +16,162	+39%	+$1.08M	0.03%	524
2024 Q2	$2.77M	Buy	+41,679	New	+$2.8M	0.02%	669

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 $3.37T AUM 44.26% 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

Sanctuary Advisors's SEIC Position: Q2 2026 in Review

Sanctuary Advisors reduced its SEI Investments (SEIC) stake by 0.96% in Q2 2026, selling an estimated $40.6K and leaving 48,143 shares worth $4.22M. The position accounts for 0.02% of the portfolio, ranked #651.

Sanctuary Advisors first reported a position in SEIC in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.67M in Q3 2024. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Sanctuary Advisors held 48,143 shares of SEI Investments worth $4.22M as of Q2 2026.
Sanctuary Advisors sold 466 SEI Investments shares in Q2 2026, an estimated $40.6K.
SEI Investments made up 0.02% of Sanctuary Advisors's portfolio in Q2 2026, its #651 holding.
Sanctuary Advisors first reported a position in SEI Investments in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's SEI Investments position peaked at $4.67M in Q3 2024.
572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.