Position in SEIC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$864,031
+$313,878 QoQ
Shares Held
9,851
+40.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#257
of 569 holders
Holding Since
Sep 2023
9 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, 2026Impact Partnership Wealth, LLC holds $4,807,960 across 9 Asset Management names. SEIC ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
17,996 | $2,045,965 | |
| 2 | SEIC |
Sei Investments Co
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|
9,851 | $864,031 | |
| 3 | 11,652 | $605,321 | |||
| 4 | BEN |
Franklin Resources Inc
|
12,136 | $403,764 | |
| 5 | FSCO |
FS Credit Opportunities Corp.
|
62,933 | $314,035 | |
| 6 | WT |
WisdomTree, Inc.
|
12,501 | $211,766 | |
| 7 | FSK |
FS KKR Capital Corp
|
14,285 | $149,992 | |
| 8 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
11,084 | $108,734 |
All Filings in SEIC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $864,031 | 9,851 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $550,153 | 7,011 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $508,606 | 6,201 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $429,765 | 5,065 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $384,600 | 4,280 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $285,833 | 3,682 | Shares | Sole | 2025-05-05 | |
| 2024-03-31 | $106,196 | 1,477 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $96,596 | 1,520 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $128,697 | 2,137 | Shares | Sole | 2023-10-17 | |
| No filing history on record for this holder in this stock. | ||||||