Position in SEIC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$44,468
+$4,606 QoQ
Shares Held
507
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#447
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, 2026Washington Trust Advisors, Inc. holds $4,079,710 across 18 Asset Management names. SEIC ranks #10 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,686 | $1,621,189 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
31,442 | $1,339,114 | |
| 3 | BX |
Blackstone Inc.
|
2,591 | $304,882 | |
| 4 | BAM |
Brookfield Asset Management Ltd.
|
4,360 | $195,546 | |
| 5 | AMP |
Ameriprise Financial Inc
|
420 | $192,679 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
|
2,600 | $104,598 | |
| 7 | EOS |
Eaton Vance Enhanced Equity Income Fund II
|
2,965 | $65,348 | |
| 8 | CSWC |
Capital Southwest Corp
|
2,500 | $59,425 |
All Filings in SEIC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,468 | 507 | Shares | Other | 2026-07-29 | |
| 2026-03-31 | $39,862 | 508 | Shares | Other | 2026-04-06 | |
| 2025-12-31 | $42,076 | 513 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $43,528 | 513 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $46,637 | 519 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $40,289 | 519 | Shares | Other | 2025-04-25 | |
| 2024-12-31 | $42,807 | 519 | Shares | Other | 2025-02-06 | |
| 2024-09-30 | $36,393 | 526 | Shares | Other | 2024-11-01 | |
| 2024-06-30 | $34,026 | 526 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $37,819 | 526 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $33,427 | 526 | Shares | Other | 2024-01-18 | |
| 2023-09-30 | $31,680 | 526 | Shares | Other | 2023-10-18 | |
| 2023-06-30 | $31,360 | 526 | Shares | Other | 2023-07-27 | |
| 2023-03-31 | $30,674 | 533 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $28,625 | 491 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $69,749 | 1,422 | Shares | Other | 2022-10-14 | |
| 2022-06-30 | $76,816 | 1,422 | Shares | Other | 2022-07-25 | |
| 2022-03-31 | $86,280 | 1,433 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $87,327 | 1,433 | Shares | Other | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||