Position in SEIC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$296,547
+$51,800 QoQ
Shares Held
3,381
+8.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#365
of 569 holders
Holding Since
Dec 2024
6 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, 2026FLORIDA FINANCIAL ADVISORS, LLC holds $439,684 across 2 Asset Management names. SEIC ranks #1 (67.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SEIC |
Sei Investments Co
This page
|
3,381 | $296,547 | |
| 2 | PCN |
Pimco Corporate & Income Strategy Fund
|
11,978 | $143,137 |
All Filings in SEIC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,547 | 3,381 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $244,747 | 3,119 | Shares | Sole | 2026-05-07 | |
| 2025-09-30 | $200,839 | 2,367 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $363,124 | 4,041 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $327,132 | 4,214 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $350,457 | 4,249 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||