Trust Company of Vermont’s SEI Investments SEIC Stock Holding History

Trust Company of Vermont’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 Q4	$8.04K	Buy	98 +35	+56%	+$2.88K	﹤0.01%	878
2025 Q3	$5.35K	Hold	63	–	–	﹤0.01%	914
2025 Q2	$5.66K	Hold	63	–	–	﹤0.01%	904
2025 Q1	$4.89K	Hold	63	–	–	﹤0.01%	845
2024 Q4	$5.2K	Hold	63	–	–	﹤0.01%	854
2024 Q3	$4.36K	Buy	+63	New	+$4.21K	﹤0.01%	855
2022 Q1	–	Sell	-656	Closed	-$40K	–	662
2021 Q4	$40K	Buy	+656	New	+$40.7K	﹤0.01%	513
2018 Q2	–	Sell	-67	Closed	-$5K	–	1088
2018 Q1	$5K	Hold	67	–	–	﹤0.01%	835
2017 Q4	$5K	Hold	67	–	–	﹤0.01%	846
2017 Q3	$4K	Hold	67	–	–	﹤0.01%	841
2017 Q2	$4K	Hold	67	–	–	﹤0.01%	860
2017 Q1	$3K	Hold	67	–	–	﹤0.01%	820
2016 Q4	$3K	Buy	+67	New	+$3.13K	﹤0.01%	817

Other funds holding SEIC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Trust Company of Vermont's SEIC Position: Q4 2025 in Review

Trust Company of Vermont increased its SEI Investments (SEIC) stake by 56% in Q4 2025, buying an estimated $2.88K and bringing the position to 98 shares worth $8.04K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Trust Company of Vermont first reported a position in SEIC in Q4 2016 and has held it in 13 quarters since. The position peaked at $40K in Q4 2021. 559 funds tracked by Wall St. Rank hold SEIC as of Q4 2025.

Trust Company of Vermont held 98 shares of SEI Investments worth $8.04K as of Q4 2025.
Trust Company of Vermont bought 35 SEI Investments shares in Q4 2025, an estimated $2.88K.
SEI Investments made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #878 holding.
Trust Company of Vermont first reported a position in SEI Investments in Q4 2016 and has held it in 13 quarters since.
Trust Company of Vermont's SEI Investments position peaked at $40K in Q4 2021.
559 funds tracked by Wall St. Rank held SEI Investments as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.