SEI Investments Company shares owned by Beaumont Financial Advisors
Quarter-by-quarter ownership of SEI Investments Company (SEIC) shares owned by Beaumont Financial Advisors
from 13F filings
Historical chart of Beaumont Financial Advisors investment in SEI Investments Company
Tip: Access up to 7 years of quarterly data
All positions including SEI Investments Company held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in SEI Investments Company by Beaumont Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $534k | 6.3k | 84.85 |
| 2025-06-30 | $565k | 6.3k | 89.86 |
| 2025-03-31 | $488k | 6.3k | 77.63 |
| 2024-12-31 | $519k | 6.3k | 82.48 |
| 2024-09-30 | $443k | 6.4k | 69.19 |
| 2024-06-30 | $415k | 6.4k | 64.69 |
| 2024-03-31 | $466k | 6.5k | 71.90 |
| 2023-12-31 | $412k | 6.5k | 63.55 |
| 2023-09-30 | $400k | 6.6k | 60.23 |
| 2023-06-30 | $396k | 6.6k | 59.62 |
| 2023-03-31 | $382k | 6.6k | 57.55 |
| 2022-12-31 | $387k | 6.6k | 58.30 |
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