Washington Trust Advisors’s SEI Investments SEIC Stock Holding History

Washington Trust Advisors’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	$44.5K	Sell	507 -1	-0.2%	-$87	﹤0.01%	382
2026 Q1	$39.9K	Sell	508 -5	-1%	-$412	﹤0.01%	380
2025 Q4	$42.1K	Hold	513	–	–	﹤0.01%	366
2025 Q3	$43.5K	Sell	513 -6	-1%	-$533	﹤0.01%	368
2025 Q2	$46.6K	Hold	519	–	–	﹤0.01%	327
2025 Q1	$40.3K	Hold	519	–	–	﹤0.01%	342
2024 Q4	$42.8K	Sell	519 -7	-1%	-$549	﹤0.01%	342
2024 Q3	$36.4K	Hold	526	–	–	﹤0.01%	360
2024 Q2	$34K	Hold	526	–	–	﹤0.01%	355
2024 Q1	$37.8K	Hold	526	–	–	﹤0.01%	344
2023 Q4	$33.4K	Hold	526	–	–	﹤0.01%	353
2023 Q3	$31.7K	Hold	526	–	–	﹤0.01%	352
2023 Q2	$31.4K	Sell	526 -7	-1%	-$407	﹤0.01%	345
2023 Q1	$30.7K	Buy	533 +42	+9%	+$2.52K	﹤0.01%	366
2022 Q4	$28.6K	Sell	491 -931	-65%	-$52.4K	﹤0.01%	373
2022 Q3	$70K	Hold	1,422	–	–	0.01%	337
2022 Q2	$77K	Sell	1,422 -11	-0.8%	-$619	0.01%	339
2022 Q1	$86K	Hold	1,433	–	–	0.01%	359
2021 Q4	$87K	Buy	+1,433	New	+$88.8K	0.01%	384

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

Washington Trust Advisors's SEIC Position: Q2 2026 in Review

Washington Trust Advisors reduced its SEI Investments (SEIC) stake by 0.2% in Q2 2026, selling an estimated $87 and leaving 507 shares worth $44.5K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Washington Trust Advisors first reported a position in SEIC in Q4 2021 and has held it in 19 quarters since. The position peaked at $87K in Q4 2021. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Washington Trust Advisors held 507 shares of SEI Investments worth $44.5K as of Q2 2026.
Washington Trust Advisors sold 1 SEI Investments share in Q2 2026, an estimated $87.
SEI Investments made up ﹤0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #382 holding.
Washington Trust Advisors first reported a position in SEI Investments in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's SEI Investments position peaked at $87K in Q4 2021.
574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.