SIG
SEIC icon

Stonegate Investment Group’s SEI Investments SEIC Stock Holding History

Stonegate Investment Group’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 		$235K Sell
2,764
-1,774
-39% -$158K 0.01% 364
2025
Q2 		$408K Buy
4,538
+1,157
+34% +$93.2K 0.01% 266
2025
Q1 		$262K Sell
3,381
-39
-1% -$3.13K 0.01% 294
2024
Q4 		$282K Sell
3,420
-269
-7% -$21.1K 0.01% 271
2024
Q3 		$255K Hold
3,689
– – 0.01% 301
2024
Q2 		$239K Buy
+3,689
New +$248K 0.01% 307

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stonegate Investment Group's SEIC Position: Q3 2025 in Review

Stonegate Investment Group reduced its SEI Investments (SEIC) stake by 39% in Q3 2025, selling an estimated $158K and leaving 2,764 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #364.

Stonegate Investment Group first reported a position in SEIC in Q2 2024 and has held it in 6 quarters since. The position peaked at $408K in Q2 2025. 548 funds tracked by Wall St. Rank hold SEIC as of Q3 2025.

  • Stonegate Investment Group held 2,764 shares of SEI Investments worth $235K as of Q3 2025.
  • Stonegate Investment Group sold 1,774 SEI Investments shares in Q3 2025, an estimated $158K.
  • SEI Investments made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #364 holding.
  • Stonegate Investment Group first reported a position in SEI Investments in Q2 2024 and has held it in 6 quarters since.
  • Stonegate Investment Group's SEI Investments position peaked at $408K in Q2 2025.
  • 548 funds tracked by Wall St. Rank held SEI Investments as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.