UMB Bank’s SEI Investments SEIC Stock Holding History

UMB Bank’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	$413K	Sell	4,707 -3,038	-39%	-$265K	0.01%	537
2026 Q1	$608K	Sell	7,745 -68,967	-90%	-$5.68M	0.01%	435
2025 Q4	$6.29M	Sell	76,712 -897	-1%	-$73.7K	0.08%	162
2025 Q3	$6.59M	Buy	77,609 +83	+0.1%	+$7.37K	0.1%	143
2025 Q2	$6.97M	Sell	77,526 -4,753	-6%	-$383K	0.11%	143
2025 Q1	$6.39M	Sell	82,279 -27,998	-25%	-$2.25M	0.11%	141
2024 Q4	$9.1M	Buy	+110,277	New	+$8.65M	0.14%	113
2024 Q1	–	Sell	-600	Closed	-$38.1K	–	2183
2023 Q4	$38.1K	Hold	600	–	–	﹤0.01%	892
2023 Q3	$36.1K	Hold	600	–	–	﹤0.01%	906
2023 Q2	$35.8K	Hold	600	–	–	﹤0.01%	931
2023 Q1	$34.5K	Sell	600 -71	-11%	-$4.26K	﹤0.01%	935
2022 Q4	$39K	Sell	671 -5,333	-89%	-$300K	﹤0.01%	914
2022 Q3	$294K	Sell	6,004 -11,119	-65%	-$607K	0.01%	513
2022 Q2	$925K	Buy	17,123 +16,502	+2,657%	+$929K	0.01%	383
2022 Q1	$37K	Sell	621 -223	-26%	-$13.3K	﹤0.01%	1043
2021 Q4	$52K	Buy	+844	New	+$52.3K	﹤0.01%	988

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 $3.37T AUM 44.26% 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

UMB Bank's SEIC Position: Q2 2026 in Review

UMB Bank reduced its SEI Investments (SEIC) stake by 39% in Q2 2026, selling an estimated $265K and leaving 4,707 shares worth $413K. The position accounts for 0.01% of the portfolio, ranked #537.

UMB Bank first reported a position in SEIC in Q4 2021 and has held it in 16 quarters since. The position peaked at $9.1M in Q4 2024. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

UMB Bank held 4,707 shares of SEI Investments worth $413K as of Q2 2026.
UMB Bank sold 3,038 SEI Investments shares in Q2 2026, an estimated $265K.
SEI Investments made up 0.01% of UMB Bank's portfolio in Q2 2026, its #537 holding.
UMB Bank first reported a position in SEI Investments in Q4 2021 and has held it in 16 quarters since.
UMB Bank's SEI Investments position peaked at $9.1M in Q4 2024.
572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.