Position in SEIC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$530,908
+$39,608 QoQ
Shares Held
6,053
-3.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#308
of 569 holders
Holding Since
Mar 2021
22 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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $5,935,567 across 10 Asset Management names. SEIC ranks #6 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
10,603 | $1,254,440 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
43,227 | $815,693 | |
| 3 | BX |
Blackstone Inc.
|
5,832 | $686,251 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
15,957 | $679,608 | |
| 5 | AMP |
Ameriprise Financial Inc
|
1,202 | $551,429 | |
| 6 | SEIC |
Sei Investments Co
This page
|
6,053 | $530,908 | |
| 7 | KKR |
KKR & Co. Inc.
|
5,692 | $522,411 | |
| 8 | BLK |
BlackRock, Inc.
|
392 | $376,931 |
All Filings in SEIC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $530,908 | 6,053 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $491,300 | 6,261 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $495,810 | 6,045 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $513,003 | 6,046 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $545,090 | 6,066 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $496,133 | 6,391 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $486,879 | 5,903 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $383,105 | 5,537 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $292,463 | 4,521 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $481,442 | 6,696 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $420,955 | 6,624 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $512,617 | 8,511 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,559,122 | 26,151 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,455,554 | 25,292 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $1,377,162 | 23,622 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $897,075 | 18,289 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,043,450 | 19,316 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,042,536 | 17,315 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $863,885 | 14,176 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $705,373 | 11,895 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $587,413 | 9,479 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $519,428 | 8,525 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||