JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC

Pension

Position in SEIC — Sei Investments Co

CIK 2122180 AMMON, ID

Back to SEIC Full portfolio

Position in SEIC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$439,250

+$19,122 QoQ

Shares Held

5,008

-6.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#324

of 569 holders

Holding Since

Dec 2025

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, 2026

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC holds $1,602,048 across 3 Asset Management names. SEIC ranks #3 (27.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BN	BROOKFIELD Corp /ON/	14,313	$609,589
2	ARES	Ares Management Corp	4,970	$553,209
3	SEIC	Sei Investments Co This page	5,008	$439,250

All Filings in SEIC

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$439,250	5,008	-6.5%	Shares	Other	2026-07-24
2026-03-31	$420,128	5,354	-74.6%	Shares	Sole	2026-05-15
2025-12-31	$1,731,933	21,116	—	Shares	Sole	2026-04-29
No filing history on record for this holder in this stock.