Position in SEB
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$209,823
-$89,840 QoQ
Shares Held
47
-11.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#156
of 212 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SEB Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $27,800,749 across 5 Conglomerates names. SEB ranks #5 (0.8% of the industry book) .
All Filings in SEB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,823 | 47 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $299,663 | 53 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||