Peterson Wealth Services

Position in SEIC — Sei Investments Co

CIK 1906799 SOUTH OGDEN, UT

Position in SEIC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$194,453

+$20,799 QoQ

Shares Held

2,217

+0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#411

of 569 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Peterson Wealth Services holds $9,633,426 across 5 Asset Management names. SEIC ranks #2 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RJF	Raymond James Financial Inc	62,013	$9,427,836
2	SEIC	Sei Investments Co This page	2,217	$194,453
3	AMP	Ameriprise Financial Inc	11	$5,046
4	BX	Blackstone Inc.	32	$3,765
5	FDUS	FIDUS INVESTMENT Corp	122	$2,326

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$194,453	2,217	+0.2%	Shares	Sole	2026-07-27
2026-03-31	$173,654	2,213	+26.2%	Shares	Sole	2026-04-30
2025-12-31	$143,781	1,753	-64.7%	Shares	Sole	2026-02-12
2025-09-30	$421,704	4,970	—	Shares	Sole	2025-11-04
No filing history on record for this holder in this stock.