Carbahal Olsen Financial Services Group, LLC
Position in SEIC — Sei Investments Co
CIK 2052538
DAVIS, CA
Position in SEIC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$350,840
+$36,960 QoQ
Shares Held
4,000
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#345
of 572 holders
Holding Since
Dec 2024
7 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, 2026Carbahal Olsen Financial Services Group, LLC holds $838,197 across 2 Asset Management names. SEIC ranks #2 (41.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
11,443 | $487,357 | |
| 2 | SEIC |
Sei Investments Co
This page
|
4,000 | $350,840 |
All Filings in SEIC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,840 | 4,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $313,880 | 4,000 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $328,080 | 4,000 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $339,400 | 4,000 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $359,440 | 4,000 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $310,520 | 4,000 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $329,920 | 4,000 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||