Ullmann Wealth Partners Group, LLC
Position in SEIC — Sei Investments Co
CIK 1697725
JACKSONVILLE BEACH, FL
Position in SEIC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$227,432
New position
Shares Held
2,593
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#397
of 569 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026Ullmann Wealth Partners Group, LLC holds $804,838 across 2 Asset Management names. SEIC ranks #2 (28.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
4,907 | $577,406 | |
| 2 | SEIC |
Sei Investments Co
This page
|
2,593 | $227,432 |
All Filings in SEIC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,432 | 2,593 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||