INVESTMENT MANAGEMENT CORP /VA/ /ADV SEIC SEI INVTS CO

Ownership history in INVESTMENT MANAGEMENT CORP /VA/ /ADV  ·  6 quarters on record

AI Ownership Summary

INVESTMENT MANAGEMENT CORP /VA/ /ADV reported SEI INVTS CO (SEIC) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.63% in 2025 Q2. The latest visible filing shows SEIC at 0.52% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SEIC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was INVESTMENT MANAGEMENT CORP /VA/ /ADV's position in SEI INVTS CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SEIC was reported at 0.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.63% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How INVESTMENT MANAGEMENT CORP /VA/ /ADV held SEIC — position size vs. price
% of Fund (quarterly)    SEIC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 7,789 0% 0.52% $611K 2026-04-28 $90.98
2025 Q4 UNCHANGED 7,789 0% 0.54% $639K 2026-01-29 $87.53
2025 Q3 UNCHANGED 7,789 0% 0.57% $661K 2025-10-30 $79.84
2025 Q2 UNCHANGED 7,789 0% 0.63% $700K 2025-08-07 $85.82
2025 Q1 UNCHANGED 7,789 0% 0.55% $605K 2025-05-07 $79.15
2024 Q4 INITIATED 7,789 0.57% $642K 2025-02-18 $81.39

FAQ About INVESTMENT MANAGEMENT CORP /VA/ /ADV and SEIC

These are the practical questions this page is built to answer before you even open the full history table.

How long has INVESTMENT MANAGEMENT CORP /VA/ /ADV reported owning SEIC?

INVESTMENT MANAGEMENT CORP /VA/ /ADV reported SEIC across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SEIC position in INVESTMENT MANAGEMENT CORP /VA/ /ADV's portfolio?

The largest reported portfolio weight for SEIC was 0.63% in 2025 Q2.

What is the latest reported SEIC position on this page?

The most recent filing on this page is 2026 Q1, when INVESTMENT MANAGEMENT CORP /VA/ /ADV reported 7,789 shares, equal to 0.52% of portfolio, with an estimated market value of $611K.

What does the chart on this SEIC ownership page compare?

The chart compares INVESTMENT MANAGEMENT CORP /VA/ /ADV's quarterly SEIC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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