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West Coast Financial’s SEI Investments SEIC Stock Holding History

West Coast Financial’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
2025
Q2 		– Sell
-62,059
Closed -$4.82M – 128
2025
Q1 		$4.82M Sell
62,059
-56,044
-47% -$4.51M 0.55% 41
2024
Q4 		$9.74M Buy
118,103
+721
+0.6% +$56.6K 1.07% 28
2024
Q3 		$8.12M Buy
117,382
+1,254
+1% +$83.7K 0.89% 39
2024
Q2 		$7.51M Buy
116,128
+63,537
+121% +$4.27M 0.89% 38
2024
Q1 		$3.78M Sell
52,591
-47
-0.1% -$3.12K 0.46% 49
2023
Q4 		$3.35M Buy
52,638
+3,605
+7% +$210K 0.44% 49
2023
Q3 		$2.95M Buy
49,033
+893
+2% +$54.9K 0.44% 61
2023
Q2 		$2.87M Sell
48,140
-447
-0.9% -$26K 0.41% 64
2023
Q1 		$2.8M Sell
48,587
-417
-0.9% -$25K 0.43% 61
2022
Q4 		$2.86M Buy
49,004
+303
+0.6% +$17K 0.48% 55
2022
Q3 		$2.39M Buy
48,701
+810
+2% +$44.2K 0.44% 57
2022
Q2 		$2.59M Buy
47,891
+541
+1% +$30.4K 0.46% 52
2022
Q1 		$2.85M Buy
47,350
+1,043
+2% +$62K 0.44% 52
2021
Q4 		$2.82M Buy
46,307
+140
+0.3% +$8.68K 0.4% 53
2021
Q3 		$2.74M Buy
46,167
+837
+2% +$51.1K 0.44% 54
2021
Q2 		$2.81M Buy
45,330
+974
+2% +$60.7K 0.46% 52
2021
Q1 		$2.7M Buy
44,356
+411
+0.9% +$24.1K 0.47% 52
2020
Q4 		$2.53M Buy
43,945
+126
+0.3% +$6.88K 0.49% 50
2020
Q3 		$2.22M Buy
43,819
+715
+2% +$37.8K 0.5% 50
2020
Q2 		$2.37M Buy
+43,104
New +$2.25M 0.58% 47

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

West Coast Financial's SEIC Position: Q2 2025 in Review

West Coast Financial sold out of SEI Investments (SEIC) in Q2 2025, closing a stake of 62,059 shares — an estimated $4.82M sold.

West Coast Financial first reported a position in SEIC in Q2 2020 and held it in 20 quarters. The position peaked at $9.74M in Q4 2024. 563 funds tracked by Wall St. Rank hold SEIC as of Q2 2025.

  • West Coast Financial reported no remaining SEI Investments position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 62,059 SEI Investments shares in Q2 2025, an estimated $4.82M.
  • West Coast Financial first reported a position in SEI Investments in Q2 2020 and held it in 20 quarters.
  • West Coast Financial's SEI Investments position peaked at $9.74M in Q4 2024.
  • 563 funds tracked by Wall St. Rank held SEI Investments as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.