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SEI INVESTMENTS CO

CIK
350894
City
OAKS
State / Country
PA

Top Portfolio Positions

2,887 positions · $83,554,294,219 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in SWX

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $8,129,233 93,547
2025-12-31 $3,804,950 47,550
2025-09-30 $3,485,345 44,490
2025-06-30 $3,763,389 50,590
2025-03-31 $3,923,367 54,643
2024-12-31 $6,939,195 98,136
2024-09-30 $9,493,206 128,704
2024-06-30 $11,046,703 156,958
2024-03-31 $13,074,869 171,744
2023-12-31 $11,168,541 176,299
2023-09-30 $10,743,797 177,848
2023-06-30 $11,027,744 173,256
2023-03-31 $10,284,390 164,682
2022-12-31 $7,497,318 121,159
2022-09-30 $7,862,777 112,728
2022-06-30 $10,491,572 120,482
2022-03-31 $10,950,499 139,871
2021-12-31 $6,615,591 94,441
2021-09-30 $3,549,788 53,077
2021-06-30 $610,999 9,231
2021-03-31 $607,807 8,846
2020-12-31 $4,975,181 81,896
2020-09-30 $6,890,141 109,194
2020-06-30 $8,282,339 119,947
2020-03-31 $7,014,360 100,839