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Thurston Springer Miller Herd & Titak’s SEI Investments SEIC Stock Holding History

Thurston Springer Miller Herd & Titak’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
-507
Closed -$45.6K – 1218
2025
Q2 		$45.6K Buy
507
+363
+252% +$29.3K 0.01% 703
2025
Q1 		$11.2K Buy
+144
New +$11.6K ﹤0.01% 1083

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

Thurston Springer Miller Herd & Titak's SEIC Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of SEI Investments (SEIC) in Q3 2025, closing a stake of 507 shares — an estimated $45.6K sold.

Thurston Springer Miller Herd & Titak first reported a position in SEIC in Q1 2025 and held it in 2 quarters. The position peaked at $45.6K in Q2 2025. 548 funds tracked by Wall St. Rank hold SEIC as of Q3 2025.

  • Thurston Springer Miller Herd & Titak reported no remaining SEI Investments position as of Q3 2025 after selling out during the quarter.
  • Thurston Springer Miller Herd & Titak sold 507 SEI Investments shares in Q3 2025, an estimated $45.6K.
  • Thurston Springer Miller Herd & Titak first reported a position in SEI Investments in Q1 2025 and held it in 2 quarters.
  • Thurston Springer Miller Herd & Titak's SEI Investments position peaked at $45.6K in Q2 2025.
  • 548 funds tracked by Wall St. Rank held SEI Investments as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.