Position in SEIC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,052
New position
Shares Held
12
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#543
of 569 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026Mosley Wealth Management holds $202,871 across 17 Asset Management names. SEIC ranks #13 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
536 | $63,414 | |
| 2 | BX |
Blackstone Inc.
|
535 | $62,953 | |
| 3 | ETG |
Eaton Vance Tax-Advantaged Global Dividend Income Fund
|
1,278 | $30,084 | |
| 4 | FPF |
First Trust Intermediate Duration Preferred & Income Fund
|
784 | $14,245 | |
| 5 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
946 | $10,396 | |
| 6 | DXYZ |
Destiny Tech100 Inc.
|
309 | $7,959 | |
| 7 | STT |
State Street Corp
|
19 | $3,222 | |
| 8 | BLK |
BlackRock, Inc.
|
3 | $2,884 |
All Filings in SEIC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,052 | 12 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||