Position in SEIC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$851,400
+$109,074 QoQ
Shares Held
9,707
+2.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#260
of 569 holders
Holding Since
Jun 2025
5 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, 2026HARRELL INVESTMENT PARTNERS, LLC holds $2,371,364 across 4 Asset Management names. SEIC ranks #1 (35.9% of the industry book) .
All Filings in SEIC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $851,400 | 9,707 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $742,326 | 9,460 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $772,464 | 9,418 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $783,504 | 9,234 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $811,615 | 9,032 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||