SEI Private Trust Company is a savings bank headquartered in Oaks, Pennsylvania, in business for about 25 years. At the end of Q2 2026 it reported $208.5M in total assets and $500K in deposits, with 1 office.
SEI Private Trust Company has a TellerScore of 93 out of 100 (very strong) based on Q2 2026 data — higher than 98% of its 2,650 banks with $100 million – $1 billion. Among 110 banks headquartered in Pennsylvania, it ranks 2nd. Capital cushion contributes the most (100/100, 80.40%); funding & liquidity contributes the least (56/100, 0% loans-to-deposits, 54% uninsured).
TellerScore · Q2 2026
Scorecard
The TellerScore is our own summary of the figures this institution reports publicly; it is not issued or endorsed by any government agency. It is not a prediction, and deposits within insurance limits are protected either way.
9 quarters
Health trend
The score has been essentially flat from Q2 2025 to Q2 2026 (93 → 93).
Show as table
| Quarter | TellerScore |
|---|---|
| Q2 2024 | 94 |
| Q3 2024 | 94 |
| Q4 2024 | 94 |
| Q1 2025 | 94 |
| Q2 2025 | 93 |
| Q3 2025 | 94 |
| Q4 2025 | 94 |
| Q1 2026 | 94 |
| Q2 2026 | 93 |
Show as table
| Quarter | Tier 1 leverage ratio |
|---|---|
| Q2 2024 | 97.77% |
| Q3 2024 | 104.54% |
| Q4 2024 | 96.91% |
| Q1 2025 | 88.29% |
| Q2 2025 | 88.86% |
| Q3 2025 | 84.72% |
| Q4 2025 | 83.59% |
| Q1 2026 | 85.73% |
| Q2 2026 | 80.40% |
Show as table
| Quarter | Noncurrent loans |
|---|---|
| Q2 2024 | 0.00% |
| Q3 2024 | 0.00% |
| Q4 2024 | 0.00% |
| Q1 2025 | 0.00% |
| Q2 2025 | 0.00% |
| Q3 2025 | 0.00% |
| Q4 2025 | 0.00% |
| Q1 2026 | 0.00% |
| Q2 2026 | 0.00% |
Show as table
| Quarter | Return on assets |
|---|---|
| Q2 2024 | 39.02% |
| Q3 2024 | 39.09% |
| Q4 2024 | 38.79% |
| Q1 2025 | 39.65% |
| Q2 2025 | 40.65% |
| Q3 2025 | 41.51% |
| Q4 2025 | 41.90% |
| Q1 2026 | 50.45% |
| Q2 2026 | 53.73% |
| Quarter | Score | Assets | Capital | Problem loans | ROA | Loans/deposits |
|---|---|---|---|---|---|---|
| Q2 2026 | 93 | $208.5M | 80.40% | 0.00% | 53.73% | 0.0% |
| Q1 2026 | 94 | $230.6M | 85.73% | 0.00% | 50.45% | 0.0% |
| Q4 2025 | 94 | $241.3M | 83.59% | 0.00% | 41.90% | 0.0% |
| Q3 2025 | 94 | $250.3M | 84.72% | 0.00% | 41.51% | 0.0% |
| Q2 2025 | 93 | $270.7M | 88.86% | 0.00% | 40.65% | 0.0% |
| Q1 2025 | 94 | $284.9M | 88.29% | 0.00% | 39.65% | 0.0% |
| Q4 2024 | 94 | $292.6M | 96.91% | 0.00% | 38.79% | 0.0% |
| Q3 2024 | 94 | $266.8M | 104.54% | 0.00% | 39.09% | 0.0% |
| Q2 2024 | 94 | $236.1M | 97.77% | 0.00% | 39.02% | 0.0% |
2,650 peers · $100 million – $1 billion
How it compares with peers
Percentile against banks of similar size nationwide (100th = best among peers; for ratios where lower is better, the scale is flipped).
Similar-size banks in Pennsylvania
| Institution | Score | Assets | Capital | Problem loans | Compare |
|---|---|---|---|---|---|
| Apollo Trust CompanyBank Apollo, PA | 71 out of 100, Strong | $209.4M | 11.0% | 0.29% | vs |
| Iron Workers Savings BankBank Aston, PA | 64 out of 100, Moderate | $217.5M | 9.1% | 0.00% | vs |
| The National Bank of MalvernBank Malvern, PA | 93 out of 100, Very strong | $224.0M | 16.5% | 0.10% | vs |
| MCS BankBank Milroy, PA | 73 out of 100, Strong | $224.7M | 11.7% | 0.36% | vs |
| The Haverford Trust CompanyBank Radnor, PA | 90 out of 100, Very strong | $191.0M | 22.5% | 0.00% | vs |
| Slovenian Savings and Loan Association of Franklin-ConemaughBank Conemaugh, PA | 62 out of 100, Moderate | $180.8M | 9.9% | 0.63% | vs |
Deposit insurance
Is my money safe at SEI Private Trust Company?
Yes. SEI Private Trust Company is an FDIC-insured institution (FDIC certificate #35388). Deposits are insured up to $250,000 per depositor, per insured bank, for each account ownership category.
An estimated 54.4% of deposits ($272K) are above the $250,000 FDIC insurance limit, above the peer median of 24%. Insured balances are protected regardless of the score.
The tier 1 leverage ratio is 80.40%, well above the 5% level regulators use as the "well capitalized" benchmark for this measure. Its total risk-based capital ratio is 359.17% (benchmark: 10%).
1 location
Branches
SEI Private Trust Company lists 1 office in 1 city. Most locations:
- Oaks, PA (1)
Identity & history
Profile
- Legal name
- SEI Private Trust Company
- Type
- Savings bank
- FDIC certificate #
- 35388
- RSSD ID
- 2973386
- Primary regulator
- OCC
- Established
- January 2, 2001
- Headquarters
- 1 Freedom Valley Dr, Oaks, PA 19456
- Website
- www.seic.com
- Employees
- 517
Quick answers
SEI Private Trust Company: common questions
Is SEI Private Trust Company FDIC insured?
Yes. SEI Private Trust Company is an FDIC-insured institution (FDIC certificate #35388). Deposits are insured up to $250,000 per depositor, per insured bank, for each account ownership category.
What is SEI Private Trust Company's TellerScore?
93 out of 100 (Very strong), based on its Q2 2026 publicly reported figures. The TellerScore is our own summary and is not issued by any government agency.
Has SEI Private Trust Company ever failed?
There is no failure record for FDIC certificate #35388 in the FDIC failed bank list.
How many branches does SEI Private Trust Company have?
1 office as of the latest FDIC data.
Nearby
Highest-scoring banks and credit unions with branches near Oaks
| Institution | Score | Assets | Capital | Problem loans | Compare |
|---|---|---|---|---|---|
| B. Braun Federal Credit UnionCredit union Allentown, PA | 100 out of 100, Very strong | $1.9M | 25.1% | 0.00% | vs |
| Police & Fire Federal Credit UnionCredit union Philadelphia, PA | 96 out of 100, Very strong | $10.2B | 18.6% | 0.24% | vs |
| Upper Darby Belltelco Federal Credit UnionCredit union Upper Darby, PA | 94 out of 100, Very strong | $71.6M | 25.3% | 0.69% | vs |
| The National Bank of MalvernBank Malvern, PA | 93 out of 100, Very strong | $224.0M | 16.5% | 0.10% | vs |
| The Philadelphia Trust CompanyBank Philadelphia, PA | 93 out of 100, Very strong | $27.7M | 71.8% | 0.00% | vs |
| Holy Trinity Baptist Federal Credit UnionCredit union Philadelphia, PA | 93 out of 100, Very strong | $30K | 30.3% | 0.00% | vs |