Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in SEIC — Sei Investments Co
CIK 1510434
Seattle, WA
Position in SEIC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,577,025
+$277,092 QoQ
Shares Held
17,980
+8.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#32
of 155 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SEIC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $17,475,989 across 14 Asset Management names. SEIC ranks #3 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
5,456 | $5,246,271 | |
| 2 | STT |
State Street Corp
|
29,361 | $4,979,625 | |
| 3 | SEIC |
Sei Investments Co
This page
|
17,980 | $1,577,025 | |
| 4 | AMP |
Ameriprise Financial Inc
|
2,047 | $939,081 | |
| 5 | BX |
Blackstone Inc.
|
7,228 | $850,518 | |
| 6 | NTRS |
Northern Trust Corp
|
4,296 | $746,815 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
14,448 | $615,339 | |
| 8 | JHG |
Janus Henderson Group Ltd.
|
10,631 | $552,280 |
All Filings in SEIC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,577,025 | 17,980 | Shares | Other | 2026-07-15 | |
| 2026-03-31 | $1,299,933 | 16,566 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $830,370 | 10,124 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $691,102 | 8,145 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $523,882 | 5,830 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $324,881 | 4,185 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $427,988 | 5,189 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $287,830 | 4,160 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $269,110 | 4,160 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $296,084 | 4,118 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $259,728 | 4,087 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $246,160 | 4,087 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||