Simplex Trading
SEIC icon

Simplex Trading’s SEI Investments SEIC Stock Holding History

Simplex Trading’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
2025
Q4 		– Sell
-1,281
Closed -$108K – 9900
2025
Q3 		$108K Buy
+1,281
New +$114K ﹤0.01% 5650
2024
Q4 		– Sell
-56
Closed -$4.39K – 9506
2024
Q3 		$3K Buy
+56
New +$3.74K ﹤0.01% 7883
2024
Q1 		– Sell
-96
Closed -$6.38K – 9766
2023
Q4 		$6K Buy
96
+95
+9,500% +$5.54K ﹤0.01% 7789
2023
Q3 		$0 Buy
+1
New +$61 ﹤0.01% 9694
2022
Q4 		– Sell
-1,391
Closed -$78.2K – 10277
2022
Q3 		$68K Buy
+1,391
New +$76K ﹤0.01% 6028
2021
Q4 		– Sell
-3,968
Closed -$246K – 11328
2021
Q3 		$247K Hold
3,968
– – ﹤0.01% 5256
2021
Q2 		$245K Buy
3,968
+3,621
+1,044% +$226K ﹤0.01% 5347
2021
Q1 		$21K Buy
+347
New +$20.3K ﹤0.01% 7422
2020
Q1 		– Sell
-551
Closed -$32.8K – 8185
2019
Q4 		$36K Buy
+551
New +$34.3K ﹤0.01% 5495
2019
Q3 		– Sell
-1,161
Closed -$65K – 7815
2019
Q2 		$65K Buy
+1,161
New +$62.6K ﹤0.01% 4623
2018
Q2 		– Sell
-1,080
Closed -$71.8K – 7840
2018
Q1 		$80K Buy
+1,080
New +$80.4K ﹤0.01% 1986
2017
Q4 		– Sell
-430
Closed -$28.8K – 6600
2017
Q3 		$26K Buy
+430
New +$24.4K ﹤0.01% 2920
2017
Q2 		– Sell
-34
Closed -$1K – 6715
2017
Q1 		$1K Buy
+34
New +$1.72K ﹤0.01% 5772
2016
Q2 		– Sell
-889
Closed -$38K – 6387
2016
Q1 		$38K Buy
+889
New +$36.5K ﹤0.01% 2200
2015
Q3 		– Sell
-561
Closed -$28.6K – 6113
2015
Q2 		$27K Buy
561
+526
+1,503% +$24.7K ﹤0.01% 2198
2015
Q1 		$1K Buy
+35
New +$1.47K ﹤0.01% 4589

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

Simplex Trading's SEIC Position: Q4 2025 in Review

Simplex Trading sold out of SEI Investments (SEIC) in Q4 2025, closing a stake of 1,281 shares — an estimated $108K sold.

Simplex Trading first reported a position in SEIC in Q1 2015 and held it in 16 quarters. The position peaked at $247K in Q3 2021. 559 funds tracked by Wall St. Rank hold SEIC as of Q4 2025.

  • Simplex Trading reported no remaining SEI Investments position as of Q4 2025 after selling out during the quarter.
  • Simplex Trading sold 1,281 SEI Investments shares in Q4 2025, an estimated $108K.
  • Simplex Trading first reported a position in SEI Investments in Q1 2015 and held it in 16 quarters.
  • Simplex Trading's SEI Investments position peaked at $247K in Q3 2021.
  • 559 funds tracked by Wall St. Rank held SEI Investments as of Q4 2025.

Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.