Position in SEIC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$231,554
+$24,394 QoQ
Shares Held
2,640
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#398
of 572 holders
Holding Since
Dec 2024
7 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, 2026TrueWealth Advisors, LLC holds $231,554 across 1 Asset Management name. SEIC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SEIC |
Sei Investments Co
This page
|
2,640 | $231,554 |
All Filings in SEIC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,554 | 2,640 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $207,160 | 2,640 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $216,532 | 2,640 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $224,004 | 2,640 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $237,230 | 2,640 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $204,943 | 2,640 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $217,747 | 2,640 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||