$231M
−19.1%y/y
Percentile by value72nd percentileby value
FDIC
ASSETSP
SEI Private Trust Company
Oaks, PennsylvaniaFDIC Cert #35388
OCCEstablished 20011 branch
Holding company: Not reportedRegulator: OCC
FDIC
CERT + OFFDOMWhat's happening here
As of Q1 2026FDIC
Call ReportSEI Private Trust Company reported $231M in total assets. Deposits grew 0.00% over the prior year.
Return on assets was 50.45%, compared with an asset-peer median of 1.18%. The leverage ratio was 85.73%.
- Why is Return on Assets above asset peers?
- Why is Tier 1 Leverage Ratio above asset peers?
- Why is Total Assets above asset peers?
Generated offline from verified FDIC facts for the period shown. Bank Data Insights does not rate banks, predict outcomes, or provide advice.
Latest reported quarter
Key metrics
$500K
0.0%y/y
Percentile by value1st percentileby value
FDIC
DEP$0
Percentile by value0th percentileby value
FDIC
LNLSNET50.45%
+1,080 bpsy/y
Peer standing100th percentile
FDIC
NETINC + ROA57.30%
−31 bpsy/y
Peer standing71st percentile
FDIC
NONIX + NIM + NONII + EEFFR85.73%
−256 bpsy/y
Peer standing99th percentile
FDIC
RBC1AAJPercentiles compare this bank with 1,247 banks from $100 million to $300 million.
FDIC
Call ReportBalance sheet trend
Assets & deposits
| Quarter | Assets | Deposits |
|---|---|---|
| Q2 2021 | $219M | $500K |
| Q3 2021 | $218M | $500K |
| Q4 2021 | $217M | $500K |
| Q1 2022 | $219M | $500K |
| Q2 2022 | $223M | $500K |
| Q3 2022 | $214M | $500K |
| Q4 2022 | $208M | $500K |
| Q1 2023 | $212M | $500K |
| Q2 2023 | $212M | $500K |
| Q3 2023 | $215M | $500K |
| Q4 2023 | $218M | $500K |
| Q1 2024 | $230M | $500K |
| Q2 2024 | $236M | $500K |
| Q3 2024 | $267M | $500K |
| Q4 2024 | $293M | $500K |
| Q1 2025 | $285M | $500K |
| Q2 2025 | $271M | $500K |
| Q3 2025 | $250M | $500K |
| Q4 2025 | $241M | $500K |
| Q1 2026 | $231M | $500K |
Portfolio composition
Loan mix
| Category | Balance |
|---|---|
| Owner CRE | $0 |
| Investor CRE | $0 |
| Multifamily | $0 |
| Construction | $0 |
| 1–4 family | $0 |
| C&I | $0 |
| Agriculture | $0 |
| Other | $0 |
Peer comparison
How this bank compares
Lower displayed standingPeer medianHigher displayed standing
ROA
FDIC
NETINC + ROA50.45%100th percentileToggle ROA distribution
Distribution histogram for ROA, with this bank marked when a value is reported.
10th 0.33%Median 1.18%90th 2.13%Observations 1,247
ROE
FDIC
NETINC + ROE55.31%100th percentileToggle ROE distribution
Distribution histogram for ROE, with this bank marked when a value is reported.
10th 2.85%Median 11.08%90th 20.43%Observations 1,247
NIM
FDIC
NIM + NIMY3.88%49th percentileToggle NIM distribution
Distribution histogram for NIM, with this bank marked when a value is reported.
10th 2.92%Median 3.89%90th 4.91%Observations 1,247
Efficiency
FDIC
NONIX + NIM + NONII + EEFFR57.30%71st percentileToggle Efficiency distribution
Distribution histogram for Efficiency, with this bank marked when a value is reported.
10th 47.24%Median 64.46%90th 87.12%Observations 1,247
Deposits YoY
FDIC
DEP0.00%23rd percentileby valueToggle Deposits YoY distribution
Distribution histogram for Deposits YoY, with this bank marked when a value is reported.
10th −3.02%Median +3.60%90th +14.76%Observations 1,238
Loans YoY
FDIC
LNLSNETToggle Loans YoY distribution
Distribution histogram for Loans YoY, with this bank marked when a value is reported.
10th −3.89%Median +5.09%90th +18.61%Observations 1,230
Noncurrent %
FDIC
P9ASSET + NAASSET + LNLSGRToggle Noncurrent % distribution
Distribution histogram for Noncurrent %, with this bank marked when a value is reported.
10th 0.00%Median 0.39%90th 2.38%Observations 1,231
Leverage
FDIC
RBC1AAJ85.73%99th percentileToggle Leverage distribution
Distribution histogram for Leverage, with this bank marked when a value is reported.
10th 8.82%Median 11.12%90th 16.44%Observations 1,247
Well-capitalized threshold (12 CFR 6.4 / 208.43 / 324.403) is shown as a supervisory screening criterion, not a limit or violation.
IB deposit cost
FDIC
EINTEXP + DEPIDOM4.00%3rd percentileToggle IB deposit cost distribution
Distribution histogram for IB deposit cost, with this bank marked when a value is reported.
10th 1.42%Median 2.26%90th 3.32%Observations 1,237
CRE/capital
FDIC
LNRENROT + LNREMULT + LNRECONS + RBC0%0th percentileby valueToggle CRE/capital distribution
Distribution histogram for CRE/capital, with this bank marked when a value is reported.
10th 13%Median 92%90th 236%Observations 588
Interagency CRE supervisory criterion (FIL-104-2006) is shown as a supervisory screening criterion, not a limit or violation. The 300% total-CRE criterion is considered with 50% growth over the prior 36 months.
Whiskers show the 10th–90th percentile, the box shows the middle half, and the dot marks this bank. Favorable-direction metrics are oriented using registry polarity; neutral metrics are ordered from lower to higher reported value and carry no favorable interpretation.
Lower displayed standingPeer medianHigher displayed standing
ROA
FDIC
NETINC + ROA50.45%100th percentileToggle ROA distribution
Distribution histogram for ROA, with this bank marked when a value is reported.
10th 0.14%Median 0.89%90th 1.69%Observations 115
ROE
FDIC
NETINC + ROE55.31%98th percentileToggle ROE distribution
Distribution histogram for ROE, with this bank marked when a value is reported.
10th 1.28%Median 9.46%90th 16.02%Observations 115
NIM
FDIC
NIM + NIMY3.88%78th percentileToggle NIM distribution
Distribution histogram for NIM, with this bank marked when a value is reported.
10th 2.31%Median 3.36%90th 4.14%Observations 115
Efficiency
FDIC
NONIX + NIM + NONII + EEFFR57.30%69th percentileToggle Efficiency distribution
Distribution histogram for Efficiency, with this bank marked when a value is reported.
10th 50.42%Median 66.79%90th 93.30%Observations 115
Deposits YoY
FDIC
DEP0.00%14th percentileby valueToggle Deposits YoY distribution
Distribution histogram for Deposits YoY, with this bank marked when a value is reported.
10th −0.48%Median +3.91%90th +15.17%Observations 112
Loans YoY
FDIC
LNLSNETToggle Loans YoY distribution
Distribution histogram for Loans YoY, with this bank marked when a value is reported.
10th −1.19%Median +5.08%90th +16.58%Observations 111
Noncurrent %
FDIC
P9ASSET + NAASSET + LNLSGRToggle Noncurrent % distribution
Distribution histogram for Noncurrent %, with this bank marked when a value is reported.
10th 0.04%Median 0.60%90th 1.76%Observations 111
Leverage
FDIC
RBC1AAJ85.73%99th percentileToggle Leverage distribution
Distribution histogram for Leverage, with this bank marked when a value is reported.
10th 8.32%Median 10.34%90th 21.27%Observations 115
Well-capitalized threshold (12 CFR 6.4 / 208.43 / 324.403) is shown as a supervisory screening criterion, not a limit or violation.
IB deposit cost
FDIC
EINTEXP + DEPIDOM4.00%6th percentileToggle IB deposit cost distribution
Distribution histogram for IB deposit cost, with this bank marked when a value is reported.
10th 1.82%Median 2.50%90th 3.71%Observations 112
CRE/capital
FDIC
LNRENROT + LNREMULT + LNRECONS + RBC0%0th percentileby valueToggle CRE/capital distribution
Distribution histogram for CRE/capital, with this bank marked when a value is reported.
10th 17%Median 176%90th 337%Observations 80
Interagency CRE supervisory criterion (FIL-104-2006) is shown as a supervisory screening criterion, not a limit or violation. The 300% total-CRE criterion is considered with 50% growth over the prior 36 months.
Whiskers show the 10th–90th percentile, the box shows the middle half, and the dot marks this bank. Favorable-direction metrics are oriented using registry polarity; neutral metrics are ordered from lower to higher reported value and carry no favorable interpretation.
Lower displayed standingPeer medianHigher displayed standing
ROA
FDIC
NETINC + ROA50.45%100th percentileToggle ROA distribution
Distribution histogram for ROA, with this bank marked when a value is reported.
10th 0.08%Median 0.67%90th 9.99%Observations 18
ROE
FDIC
NETINC + ROE55.31%100th percentileToggle ROE distribution
Distribution histogram for ROE, with this bank marked when a value is reported.
10th 1.27%Median 6.90%90th 27.80%Observations 18
NIM
FDIC
NIM + NIMY3.88%76th percentileToggle NIM distribution
Distribution histogram for NIM, with this bank marked when a value is reported.
10th 2.13%Median 3.14%90th 4.24%Observations 18
Efficiency
FDIC
NONIX + NIM + NONII + EEFFR57.30%88th percentileToggle Efficiency distribution
Distribution histogram for Efficiency, with this bank marked when a value is reported.
10th 56.63%Median 81.61%90th 95.02%Observations 18
Deposits YoY
FDIC
DEP0.00%13th percentileby valueToggle Deposits YoY distribution
Distribution histogram for Deposits YoY, with this bank marked when a value is reported.
10th −1.00%Median +3.34%90th +6.25%Observations 16
Loans YoY
FDIC
LNLSNETToggle Loans YoY distribution
Distribution histogram for Loans YoY, with this bank marked when a value is reported.
10th −1.56%Median +2.94%90th +9.45%Observations 15
Noncurrent %
FDIC
P9ASSET + NAASSET + LNLSGRToggle Noncurrent % distribution
Distribution histogram for Noncurrent %, with this bank marked when a value is reported.
10th 0.01%Median 0.32%90th 1.25%Observations 15
Leverage
FDIC
RBC1AAJ85.73%100th percentileToggle Leverage distribution
Distribution histogram for Leverage, with this bank marked when a value is reported.
10th 9.23%Median 14.97%90th 45.30%Observations 18
Well-capitalized threshold (12 CFR 6.4 / 208.43 / 324.403) is shown as a supervisory screening criterion, not a limit or violation.
IB deposit cost
FDIC
EINTEXP + DEPIDOM4.00%0th percentileToggle IB deposit cost distribution
Distribution histogram for IB deposit cost, with this bank marked when a value is reported.
10th 1.82%Median 2.32%90th 3.41%Observations 16
CRE/capital
FDIC
LNRENROT + LNREMULT + LNRECONS + RBC0%0th percentileby valueToggle CRE/capital distribution
Distribution histogram for CRE/capital, with this bank marked when a value is reported.
10th 0%Median 7%90th 204%Observations 7
Interagency CRE supervisory criterion (FIL-104-2006) is shown as a supervisory screening criterion, not a limit or violation. The 300% total-CRE criterion is considered with 50% growth over the prior 36 months.
Whiskers show the 10th–90th percentile, the box shows the middle half, and the dot marks this bank. Favorable-direction metrics are oriented using registry polarity; neutral metrics are ordered from lower to higher reported value and carry no favorable interpretation.
Branches & markets
Physical footprint
1 domestic branch reported in the latest Call Report.
FDIC
OFFDOMHistory
Institution established
Filings
Q1 2026 Call Report
Q4 2025 Call Report
Q3 2025 Call Report
Q2 2025 Call Report
Public data, presented without a proprietary bank rating.FDIC source data