Position in SEIC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$263,130
+$11,870 QoQ
Shares Held
3,000
-6.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#377
of 569 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SEIC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Royal Capital Wealth Management, LLC holds $2,706,628 across 3 Asset Management names. SEIC ranks #3 (9.7% of the industry book) .
All Filings in SEIC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,130 | 3,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $251,260 | 3,202 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $262,546 | 3,201 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $271,604 | 3,201 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $287,641 | 3,201 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $248,416 | 3,200 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $263,936 | 3,200 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $276,760 | 4,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $258,760 | 4,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $301,980 | 4,200 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $266,910 | 4,200 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $252,966 | 4,200 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||