Position in SEIC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$722,291
+$26,263 QoQ
Shares Held
8,235
-7.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#272
of 569 holders
Holding Since
Sep 2025
4 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, 2026Precision Wealth Strategies, LLC holds $1,992,192 across 2 Asset Management names. SEIC ranks #2 (36.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRS |
Northern Trust Corp
|
7,305 | $1,269,901 | |
| 2 | SEIC |
Sei Investments Co
This page
|
8,235 | $722,291 |
All Filings in SEIC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $722,291 | 8,235 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $696,028 | 8,870 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $524,107 | 6,390 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $491,451 | 5,792 | Shares | Sole | 2025-10-16 | |
| No filing history on record for this holder in this stock. | ||||||