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Stephens Consulting’s SEI Investments SEIC Stock Holding History

Stephens Consulting’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
Q3 		– Sell
-8
Closed -$719 – 1024
2025
Q2 		$719 Buy
+8
New +$645 ﹤0.01% 791
2025
Q1 		– Sell
-161
Closed -$13.3K – 1553
2024
Q4 		$13.3K Hold
161
– – ﹤0.01% 318
2024
Q3 		$11.1K Sell
161
-34
-17% -$2.27K ﹤0.01% 325
2024
Q2 		$12.6K Buy
+195
New +$13.1K ﹤0.01% 313

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stephens Consulting's SEIC Position: Q3 2025 in Review

Stephens Consulting sold out of SEI Investments (SEIC) in Q3 2025, closing a stake of 8 shares — an estimated $719 sold.

Stephens Consulting first reported a position in SEIC in Q2 2024 and held it in 4 quarters. The position peaked at $13.3K in Q4 2024. 548 funds tracked by Wall St. Rank hold SEIC as of Q3 2025.

  • Stephens Consulting reported no remaining SEI Investments position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 8 SEI Investments shares in Q3 2025, an estimated $719.
  • Stephens Consulting first reported a position in SEI Investments in Q2 2024 and held it in 4 quarters.
  • Stephens Consulting's SEI Investments position peaked at $13.3K in Q4 2024.
  • 548 funds tracked by Wall St. Rank held SEI Investments as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.