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Sunbelt Securities’s SEI Investments SEIC Stock Holding History

Sunbelt Securities’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 		$2.75K Hold
35
– – ﹤0.01% 1843
2025
Q4 		$2.87K Hold
35
– – ﹤0.01% 1778
2025
Q3 		$2.97K Hold
35
– – ﹤0.01% 1753
2025
Q2 		$2.89K Hold
35
– – ﹤0.01% 1543
2025
Q1 		$2.72K Hold
35
– – ﹤0.01% 1532
2024
Q4 		$2.89K Hold
35
– – ﹤0.01% 1545
2024
Q3 		$2.42K Hold
35
– – ﹤0.01% 1582
2024
Q2 		$2.26K Hold
35
– – ﹤0.01% 1532
2024
Q1 		$2.52K Hold
35
– – ﹤0.01% 1485
2023
Q4 		$2.22K Hold
35
– – ﹤0.01% 1450
2023
Q3 		$2.11K Buy
+35
New +$2.15K ﹤0.01% 1476

Other funds holding SEIC

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sunbelt Securities's SEIC Position: Q1 2026 in Review

Sunbelt Securities held its SEI Investments (SEIC) position steady in Q1 2026 at 35 shares worth $2.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1843.

Sunbelt Securities first reported a position in SEIC in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.97K in Q3 2025. 568 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.

  • Sunbelt Securities held 35 shares of SEI Investments worth $2.75K as of Q1 2026.
  • Sunbelt Securities left its SEI Investments share count unchanged in Q1 2026.
  • SEI Investments made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1843 holding.
  • Sunbelt Securities first reported a position in SEI Investments in Q3 2023 and has held it in 11 quarters since.
  • Sunbelt Securities's SEI Investments position peaked at $2.97K in Q3 2025.
  • 568 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.