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Seneschal Advisors’s SEI Investments SEIC Stock Holding History

Seneschal 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
Q1 		$314 Hold
4
– – ﹤0.01% 469
2025
Q4 		$329 Hold
4
– – ﹤0.01% 460
2025
Q3 		$340 Buy
+4
New +$355 ﹤0.01% 449

Other funds holding SEIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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

Seneschal Advisors's SEIC Position: Q1 2026 in Review

Seneschal Advisors held its SEI Investments (SEIC) position steady in Q1 2026 at 4 shares worth $314. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Seneschal Advisors first reported a position in SEIC in Q3 2025 and has held it in 3 quarters since. The position peaked at $340 in Q3 2025. 566 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.

  • Seneschal Advisors held 4 shares of SEI Investments worth $314 as of Q1 2026.
  • Seneschal Advisors left its SEI Investments share count unchanged in Q1 2026.
  • SEI Investments made up ﹤0.01% of Seneschal Advisors's portfolio in Q1 2026, its #469 holding.
  • Seneschal Advisors first reported a position in SEI Investments in Q3 2025 and has held it in 3 quarters since.
  • Seneschal Advisors's SEI Investments position peaked at $340 in Q3 2025.
  • 566 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.

Based on Seneschal Advisors's 13F filing for Q1 2026, filed 8 May 2026.