Truvestments Capital’s SEI Investments SEIC Stock Holding History

Truvestments Capital’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 Q2	$4.65K	Hold	53	–	–	﹤0.01%	917
2026 Q1	$4.16K	Buy	+53	New	+$4.36K	﹤0.01%	906

Other funds holding SEIC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Truvestments Capital's SEIC Position: Q2 2026 in Review

Truvestments Capital held its SEI Investments (SEIC) position steady in Q2 2026 at 53 shares worth $4.65K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Truvestments Capital first reported a position in SEIC in Q1 2026 and has held it in 2 quarters since. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Truvestments Capital held 53 shares of SEI Investments worth $4.65K as of Q2 2026.
Truvestments Capital left its SEI Investments share count unchanged in Q2 2026.
SEI Investments made up ﹤0.01% of Truvestments Capital's portfolio in Q2 2026, its #917 holding.
Truvestments Capital first reported a position in SEI Investments in Q1 2026 and has held it in 2 quarters since.
574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.