Position in SEIC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$811,229
-$116,600 QoQ
Shares Held
9,249
-21.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#267
of 572 holders
Holding Since
Sep 2024
8 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, 2026Portfolio Design Labs, LLC holds $2,122,818 across 3 Asset Management names. SEIC ranks #2 (38.2% of the industry book) .
All Filings in SEIC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $811,229 | 9,249 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $927,829 | 11,824 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,406,150 | 17,144 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,510,669 | 17,804 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,371,561 | 59,777 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,741,485 | 61,078 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,482,812 | 30,102 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,700,690 | 24,580 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||