Position in SEIC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$216,819
New position
Shares Held
2,472
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#403
of 569 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 12%
Shared 0%
None 88%
Position in Asset Management
Financial Services · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $4,288,831 across 11 Asset Management names. SEIC ranks #11 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
1,960 | $899,169 | |
| 2 | BLK |
BlackRock, Inc.
|
559 | $537,512 | |
| 3 | WT |
WisdomTree, Inc.
|
28,664 | $485,568 | |
| 4 | BX |
Blackstone Inc.
|
3,960 | $465,973 | |
| 5 | ARES |
Ares Management Corp
|
3,269 | $363,872 | |
| 6 | TROW |
Price T Rowe Group Inc
|
2,925 | $332,543 | |
| 7 | CNS |
Cohen & Steers, Inc.
|
3,593 | $273,571 | |
| 8 | APO |
Apollo Global Management, Inc.
|
2,189 | $258,980 |
All Filings in SEIC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,819 | 2,472 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||