Northstar Financial Companies, Inc.
Position in SEIC — Sei Investments Co
CIK 2059828
CONSHOHOCKEN, PA
Position in SEIC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$326,895
+$42,537 QoQ
Shares Held
3,727
+1.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#349
of 569 holders
Holding Since
Dec 2024
3 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, 2026Northstar Financial Companies, Inc. holds $701,118 across 4 Asset Management names. SEIC ranks #1 (46.6% of the industry book) .
All Filings in SEIC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,895 | 3,727 | Shares | Sole | 2026-08-06 | |
| 2025-03-31 | $284,358 | 3,663 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $300,309 | 3,641 | Shares | Sole | 2025-03-12 | |
| No filing history on record for this holder in this stock. | ||||||