Position in SEIC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,560
+$2,593 QoQ
Shares Held
52
+57.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#511
of 572 holders
Holding Since
Jun 2020
14 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $10,750,847 across 30 Asset Management names. SEIC ranks #24 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,032 | $2,915,449 | |
| 2 | PFG |
Principal Financial Group Inc
|
17,647 | $1,901,993 | |
| 3 | APO |
Apollo Global Management, Inc.
|
7,928 | $937,961 | |
| 4 | KKR |
KKR & Co. Inc.
|
8,692 | $797,751 | |
| 5 | HLNE |
Hamilton Lane INC
|
7,966 | $627,959 | |
| 6 | CG |
Carlyle Group Inc.
|
13,206 | $556,104 | |
| 7 | BX |
Blackstone Inc.
|
4,513 | $531,044 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
1,512 | $511,660 |
All Filings in SEIC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,560 | 52 | Shares | Defined | 2026-08-04 | |
| 2023-06-30 | $1,967 | 33 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $1,899 | 33 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $1,923 | 33 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $1,618 | 33 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $1,782 | 33 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $1,986 | 33 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $2,011 | 33 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $1,956 | 33 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $2,045 | 33 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $2,010 | 33 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $1,896 | 33 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $3,144 | 62 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $3,408 | 62 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||