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 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 $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

Washington Trust Advisors's SEIC Position: Q1 2026 in Review

Washington Trust Advisors reduced its SEI Investments (SEIC) stake by 0.97% in Q1 2026, selling an estimated $412 and leaving 508 shares worth $39.9K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Washington Trust Advisors first reported a position in SEIC in Q4 2021 and has held it in 18 quarters since. The position peaked at $87K in Q4 2021. 565 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.

Washington Trust Advisors held 508 shares of SEI Investments worth $39.9K as of Q1 2026.
Washington Trust Advisors sold 5 SEI Investments shares in Q1 2026, an estimated $412.
SEI Investments made up ﹤0.01% of Washington Trust Advisors's portfolio in Q1 2026, its #380 holding.
Washington Trust Advisors first reported a position in SEI Investments in Q4 2021 and has held it in 18 quarters since.
Washington Trust Advisors's SEI Investments position peaked at $87K in Q4 2021.
565 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.