SEI Private Trust Company

Oaks, PA FDIC 35388 OCC Asset group $100M – $300M 1 offices · 517 employees Filed Q2 2026

Open as your board

Assets: $208.5M
Deposits: $500K
ROA: 53.73%
ROE: 58.84%
NIM: 4.05%
Efficiency: 56.34%
Tier 1 capital: 359.17%
Total capital: 359.17%
Noncurrent loans: 0.00%
Loans / deposits: 0.00%

SEI Private Trust Company, last 8 filings

Quarter

Assets

Deposits

ROA

NIM

Noncurrent loans

Tier 1 capital

Q2 2026

$208.5M

$500K

53.73%

4.05%

0.00%

359.17%

Q1 2026

$230.6M

$500K

50.45%

3.88%

0.00%

368.53%

Q4 2025

$241.3M

$500K

41.90%

4.28%

0.00%

353.59%

Q3 2025

$250.3M

$500K

41.51%

4.43%

0.00%

332.84%

Q2 2025

$270.7M

$500K

40.65%

4.39%

0.00%

350.79%

Q1 2025

$284.9M

$500K

39.65%

4.39%

0.00%

372.31%

Q4 2024

$292.6M

$500K

38.79%

3.97%

0.00%

360.95%

Q3 2024

$266.8M

$500K

39.09%

4.05%

0.00%

351.76%

Built by AI agents from public filings. Not verified, and not investment or legal advice. Corrections: mail@anot.dev