Position in CM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,006,635
+$489,119 QoQ
Shares Held
17,449
+8.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#213
of 558 holders
Holding Since
Mar 2020
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SEI INVESTMENTS CO holds $1,479,123,710 across 20 Banks - Diversified names. CM ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,174,779 | $384,540,408 | |
| 2 | C |
Citigroup Inc
|
2,108,742 | $295,139,529 | |
| 3 | BAC |
Bank Of America Corp /De/
|
4,215,031 | $240,172,465 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,881,791 | $155,511,207 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
1,014,973 | $146,775,244 | |
| 6 | BCS |
Barclays PLC
|
3,454,350 | $92,783,840 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
3,555,589 | $70,720,665 | |
| 8 | ING |
Ing Groep NV
|
659,815 | $20,704,994 |
All Filings in CM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,006,635 | 17,449 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,517,516 | 16,016 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,399,562 | 15,446 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,154,809 | 14,455 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $977,878 | 13,806 | Shares | Sole | 2025-08-14 | |
| 2020-03-31 | $1,015,170 | 17,512 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||