SEI Investments Company shares owned by Optimize Financial
Quarter-by-quarter ownership of SEI Investments Company (SEIC) shares owned by Optimize Financial
from 13F filings
Historical chart of Optimize Financial investment in SEI Investments Company
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All positions including SEI Investments Company held by Optimize Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SEI Investments Company by Optimize Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $439k | 5.2k | 84.85 |