DUMONT & BLAKE INVESTMENT ADVISORS LLC
Position in SEIC — Sei Investments Co
CIK 1287618
PRINCETON, NJ
Position in SEIC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,113,127
+$41,070 QoQ
Shares Held
12,691
-7.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#235
of 573 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in SEIC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026DUMONT & BLAKE INVESTMENT ADVISORS LLC holds $5,711,739 across 8 Asset Management names. SEIC ranks #2 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,233 | $3,108,723 | |
| 2 | SEIC |
Sei Investments Co
This page
|
12,691 | $1,113,127 | |
| 3 | NTRS |
Northern Trust Corp
|
2,965 | $515,435 | |
| 4 | CHI |
Calamos Convertible Opportunities & Income Fund
|
24,961 | $335,475 | |
| 5 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
19,710 | $231,395 | |
| 6 | NUV |
Nuveen Municipal Value Fund Inc
|
16,877 | $155,605 | |
| 7 | MHD |
Blackrock Muniholdings Fund, Inc.
|
10,643 | $126,651 | |
| 8 | MUJ |
Blackrock Muniholdings New Jersey Quality Fund, Inc.
|
10,181 | $125,328 |
All Filings in SEIC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,113,127 | 12,691 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,072,057 | 13,662 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,144,835 | 13,958 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,243,307 | 14,653 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||