Park Square Financial Group, LLC

Position in SEIC — Sei Investments Co

CIK 2058285 ROSWELL, GA

Position in SEIC

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,666

-$2,335 QoQ

Shares Held

-62.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#538

of 569 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Park Square Financial Group, LLC holds $17,343 across 3 Asset Management names. SEIC ranks #3 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NTRS	Northern Trust Corp	57	$9,908
2	BLK	BlackRock, Inc.	6	$5,769
3	SEIC	Sei Investments Co This page	19	$1,666

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,666	19	-62.7%	Shares	Sole	2026-07-31
2026-03-31	$4,001	51	—	Shares	Sole	2026-05-13
No filing history on record for this holder in this stock.