BOLTON SECURITIES CORPORATION’s SEI Investments SEIC Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q1	$2.03M	Buy	+26,210	New	+$2.11M	0.12%	202

Other funds holding SEIC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SEIC Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in SEI Investments (SEIC) in Q1 2025: 26,210 shares worth $2.03M. The stake represents 0.12% of the portfolio and ranks #202 among its holdings.

551 funds tracked by Wall St. Rank hold SEIC as of Q1 2025.

BOLTON SECURITIES CORPORATION held 26,210 shares of SEI Investments worth $2.03M as of Q1 2025.
SEI Investments was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
SEI Investments made up 0.12% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #202 holding.
551 funds tracked by Wall St. Rank held SEI Investments as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.