Vermillion & White Wealth Management Group’s SEI Investments SEIC Stock Holding History

Vermillion & White Wealth Management Group’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 Q1	–	Sell	-612	Closed	-$27.4K	–	427
2025 Q4	$27.4K	Hold	612	–	–	0.01%	216
2025 Q3	$51.9K	Buy	612 +529	+637%	+$47K	0.03%	147
2025 Q2	$7.46K	Buy	+83	New	+$6.69K	﹤0.01%	329

Other funds holding SEIC

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vermillion & White Wealth Management Group's SEIC Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of SEI Investments (SEIC) in Q1 2026, closing a stake of 612 shares — an estimated $27.4K sold.

Vermillion & White Wealth Management Group first reported a position in SEIC in Q2 2025 and held it in 3 quarters. The position peaked at $51.9K in Q3 2025. 565 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining SEI Investments position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 612 SEI Investments shares in Q1 2026, an estimated $27.4K.
Vermillion & White Wealth Management Group first reported a position in SEI Investments in Q2 2025 and held it in 3 quarters.
Vermillion & White Wealth Management Group's SEI Investments position peaked at $51.9K in Q3 2025.
565 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.