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Equibles

PATTEN & PATTEN INC/TN

Position in SEIC — Sei Investments Co

CIK 1044905 CHATTANOOGA, TN
Back to SEIC Full portfolio

Position in SEIC

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$824,474
+$86,856 QoQ
Shares Held
9,400
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#265
of 573 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in SEIC Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

PATTEN & PATTEN INC/TN holds $1,792,465 across 5 Asset Management names. SEIC ranks #1 (46.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SEIC
Sei Investments Co
This page 		9,400 $824,474
2 CHY
Calamos Convertible & High Income Fund
 20,151 $274,456
3 BLK
BlackRock, Inc.
 257 $247,120
4 BX
Blackstone Inc.
 1,955 $230,044
5 PTY
Pimco Corporate & Income Opportunity Fund
 17,986 $216,371

All Filings in SEIC

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $824,474 9,400
2026-03-31 $737,618 9,400
2025-12-31 $770,988 9,400
2025-09-30 $797,590 9,400
2025-06-30 $844,684 9,400
2025-03-31 $737,485 9,500
2024-12-31 $783,560 9,500
2024-09-30 $657,305 9,500
2024-06-30 $614,555 9,500
2024-03-31 $683,050 9,500
2023-12-31 $603,725 9,500
2023-09-30 $572,185 9,500