Position in SEIC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$238,571
+$25,133 QoQ
Shares Held
2,720
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#390
of 569 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SEIC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Financial Planning Hawaii, Inc. holds $840,406 across 3 Asset Management names. SEIC ranks #3 (28.4% 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 | $238,571 | 2,720 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $213,438 | 2,720 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $223,094 | 2,720 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||