Position in SEIC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$6,484,838
+$459,990 QoQ
Shares Held
73,935
-3.7% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
3.13%
of 13F equity value
Holder Rank
#106
of 569 holders
Holding Since
Dec 2021
19 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, 2026Thrive Wealth Management, LLC holds $7,224,443 across 4 Asset Management names. SEIC ranks #1 (89.8% of the industry book) .
All Filings in SEIC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,484,838 | 73,935 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $6,024,848 | 76,779 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $6,657,481 | 81,169 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $6,728,265 | 79,296 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $3,489,533 | 38,833 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $3,192,067 | 41,119 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $3,489,481 | 42,307 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,902,174 | 41,945 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $2,712,322 | 41,928 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,927,983 | 40,723 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $5,074,340 | 79,848 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $6,259,402 | 103,925 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $5,885,746 | 98,721 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $5,827,455 | 101,259 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $6,052,531 | 103,817 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $4,695,213 | 95,723 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $4,941,425 | 91,474 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $5,432,387 | 90,224 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $5,485,148 | 90,009 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||