Advisor OS »

SEI Investments Company shares owned by Advisor OS

Quarter-by-quarter ownership of SEI Investments Company (SEIC) shares owned by Advisor OS from 13F filings

Historical chart of Advisor OS investment in SEI Investments Company

Tip: Access up to 7 years of quarterly data

All positions including SEI Investments Company held by Advisor OS consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SEI Investments Company by Advisor OS

Quarter filed Position value Share count Share price at filing
2025-09-30 $455k 5.4k 84.85
2025-06-30 $568k 6.3k 89.86
2025-03-31 $476k 6.1k 77.63
2024-12-31 $421k 5.1k 82.48