SEI Investments Company shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of SEI Investments Company (SEIC) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in SEI Investments Company
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Quarterly reported holdings in SEI Investments Company by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $386k | 4.5k | 84.85 |
| 2025-06-30 | $414k | 4.6k | 89.86 |
| 2025-03-31 | $361k | 4.6k | 77.62 |
| 2024-12-31 | $384k | 4.7k | 82.48 |
| 2024-09-30 | $315k | 4.6k | 69.19 |
| 2024-06-30 | $294k | 4.5k | 64.69 |
| 2024-03-31 | $301k | 4.2k | 71.89 |
| 2023-12-31 | $247k | 3.9k | 63.55 |
| 2023-09-30 | $210k | 3.5k | 60.23 |
| 2019-03-31 | $15k | 293 | 51.19 |
| 2018-12-31 | $14k | 293 | 47.78 |
| 2018-09-30 | $5.0k | 89 | 56.18 |
| 2018-06-30 | $6.0k | 89 | 67.42 |
| 2018-03-31 | $6.0k | 89 | 67.42 |
| 2017-12-31 | $6.0k | 89 | 67.42 |