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Vermillion Wealth Management’s SEI Investments SEIC Stock Holding History

Vermillion Wealth Management’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 		– Sell
-7
Closed -$549 – 2289
2026
Q1 		$549 Buy
+7
New +$576 ﹤0.01% 982

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Loomis, Sayles & Company
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vermillion Wealth Management's SEIC Position: Q2 2026 in Review

Vermillion Wealth Management sold out of SEI Investments (SEIC) in Q2 2026, closing a stake of 7 shares — an estimated $549 sold.

Vermillion Wealth Management first reported a position in SEIC in Q1 2026 and held it in 1 quarter. The position peaked at $549 in Q1 2026. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Vermillion Wealth Management reported no remaining SEI Investments position as of Q2 2026 after selling out during the quarter.
  • Vermillion Wealth Management sold 7 SEI Investments shares in Q2 2026, an estimated $549.
  • Vermillion Wealth Management first reported a position in SEI Investments in Q1 2026 and held it in 1 quarter.
  • Vermillion Wealth Management's SEI Investments position peaked at $549 in Q1 2026.
  • 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.