Winthrop Capital Management’s SEI Investments SEIC Stock Holding History

Winthrop Capital 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	-19	Closed	-$1K	–	395
2026 Q1	$1K	Hold	19	–	–	﹤0.01%	337
2025 Q4	$2K	Buy	19 +7	+58%	+$575	﹤0.01%	301
2025 Q3	$1K	Hold	12	–	–	﹤0.01%	320
2025 Q2	$1K	Hold	12	–	–	﹤0.01%	329
2025 Q1	$1K	Buy	+12	New	+$965	﹤0.01%	308

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 $3.37T AUM 44.26% 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

Winthrop Capital Management's SEIC Position: Q2 2026 in Review

Winthrop Capital Management sold out of SEI Investments (SEIC) in Q2 2026, closing a stake of 19 shares — an estimated $1K sold.

Winthrop Capital Management first reported a position in SEIC in Q1 2025 and held it in 5 quarters. The position peaked at $2K in Q4 2025. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Winthrop Capital Management reported no remaining SEI Investments position as of Q2 2026 after selling out during the quarter.
Winthrop Capital Management sold 19 SEI Investments shares in Q2 2026, an estimated $1K.
Winthrop Capital Management first reported a position in SEI Investments in Q1 2025 and held it in 5 quarters.
Winthrop Capital Management's SEI Investments position peaked at $2K in Q4 2025.
572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.