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Summit Securities Group’s SEI Investments SEIC Stock Holding History

Summit Securities 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
Q1 		– Sell
-1
Closed -$82 – 1067
2024
Q4 		$82 Buy
+1
New +$78 ﹤0.01% 578
2023
Q2 		– Sell
-1
Closed – – 1069
2023
Q1 		$0 Buy
+1
New +$60 ﹤0.01% 1233
2013
Q4 		– Sell
-1,100
Closed -$34K – 586
2013
Q3 		$34K Buy
+1,100
New +$33.9K 0.01% 200

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

Summit Securities Group's SEIC Position: Q1 2025 in Review

Summit Securities Group sold out of SEI Investments (SEIC) in Q1 2025, closing a stake of 1 share — an estimated $82 sold.

Summit Securities Group first reported a position in SEIC in Q3 2013 and held it in 3 quarters. The position peaked at $34K in Q3 2013. 546 funds tracked by Wall St. Rank hold SEIC as of Q1 2025.

  • Summit Securities Group reported no remaining SEI Investments position as of Q1 2025 after selling out during the quarter.
  • Summit Securities Group sold 1 SEI Investments share in Q1 2025, an estimated $82.
  • Summit Securities Group first reported a position in SEI Investments in Q3 2013 and held it in 3 quarters.
  • Summit Securities Group's SEI Investments position peaked at $34K in Q3 2013.
  • 546 funds tracked by Wall St. Rank held SEI Investments as of Q1 2025.

Based on Summit Securities Group's 13F filing for Q1 2025, filed 13 May 2025.