Position in SEIC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$877
New position
Shares Held
10
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#549
of 569 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026Planning Strategies Inc. holds $127,771 across 22 Asset Management names. SEIC ranks #16 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
43 | $41,347 | |
| 2 | PFG |
Principal Financial Group Inc
|
206 | $22,202 | |
| 3 | APO |
Apollo Global Management, Inc.
|
126 | $14,907 | |
| 4 | EQH |
Equitable Holdings, Inc.
|
253 | $11,101 | |
| 5 | BX |
Blackstone Inc.
|
85 | $10,001 | |
| 6 | EOS |
Eaton Vance Enhanced Equity Income Fund II
|
400 | $8,816 | |
| 7 | KKR |
KKR & Co. Inc.
|
38 | $3,487 | |
| 8 | NTRS |
Northern Trust Corp
|
15 | $2,607 |
All Filings in SEIC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $877 | 10 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||