SEI Investments Company shares owned by Portside Wealth Group
Quarter-by-quarter ownership of SEI Investments Company (SEIC) shares owned by Portside Wealth Group
from 13F filings
Historical chart of Portside Wealth Group investment in SEI Investments Company
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Quarterly reported holdings in SEI Investments Company by Portside Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $780k | 9.2k | 84.85 |
| 2025-06-30 | $714k | 7.9k | 89.86 |
| 2025-03-31 | $499k | 6.4k | 77.63 |
| 2024-12-31 | $448k | 5.4k | 82.48 |
| 2024-09-30 | $328k | 4.7k | 69.21 |
| 2024-06-30 | $278k | 4.3k | 64.69 |
| 2024-03-31 | $293k | 4.1k | 71.90 |
| 2023-12-31 | $243k | 3.8k | 63.55 |
| 2023-09-30 | $212k | 3.5k | 59.77 |
| 2023-06-30 | $3.0M | 50k | 59.61 |