SEI Investments Company shares owned by Icon Wealth Advisors
Quarter-by-quarter ownership of SEI Investments Company (SEIC) shares owned by Icon Wealth Advisors
from 13F filings
Historical chart of Icon Wealth Advisors investment in SEI Investments Company
Tip: Access up to 7 years of quarterly data
All positions including SEI Investments Company held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in SEI Investments Company by Icon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $421k | 5.1k | 82.03 |
| 2025-09-30 | $405k | 4.8k | 84.85 |
| 2025-06-30 | $252k | 2.8k | 89.86 |
| 2025-03-31 | $186k | 2.4k | 77.64 |
| 2024-12-31 | $183k | 2.2k | 82.47 |
| 2024-09-30 | $153k | 2.2k | 69.18 |
| 2024-03-31 | $142k | 2.0k | 71.91 |
| 2023-12-31 | $107k | 1.7k | 63.55 |