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SBI Securities’s SEI Investments SEIC Stock Holding History

SBI Securities’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 		$965 Sell
11
-4
-27% -$349 ﹤0.01% 2818
2026
Q1 		$1.18K Buy
15
+1
+7% +$82 ﹤0.01% 2600
2025
Q4 		$1.15K Buy
14
+5
+56% +$411 ﹤0.01% 2595
2025
Q3 		$764 Buy
9
+3
+50% +$267 ﹤0.01% 2806
2025
Q2 		$539 Buy
6
+4
+200% +$322 ﹤0.01% 2935
2025
Q1 		$155 Hold
2
– – ﹤0.01% 3305
2024
Q4 		$165 Buy
+2
New +$157 ﹤0.01% 3309

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 $3.37T AUM 44.26% 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

SBI Securities's SEIC Position: Q2 2026 in Review

SBI Securities reduced its SEI Investments (SEIC) stake by 27% in Q2 2026, selling an estimated $349 and leaving 11 shares worth $965. The position accounts for ﹤0.01% of the portfolio, ranked #2818.

SBI Securities first reported a position in SEIC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.18K in Q1 2026. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • SBI Securities held 11 shares of SEI Investments worth $965 as of Q2 2026.
  • SBI Securities sold 4 SEI Investments shares in Q2 2026, an estimated $349.
  • SEI Investments made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2818 holding.
  • SBI Securities first reported a position in SEI Investments in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's SEI Investments position peaked at $1.18K in Q1 2026.
  • 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.