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SEI Investments Company shares owned by Ullmann Financial

Quarter-by-quarter ownership of SEI Investments Company (SEIC) shares owned by Ullmann Financial from 13F filings

Historical chart of Ullmann Financial investment in SEI Investments Company

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All positions including SEI Investments Company held by Ullmann Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SEI Investments Company by Ullmann Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $227k 2.6k 87.71

More positions owned by Ullmann Financial

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr U S Equity Factr (LRGF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Core Fixe In Etf (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Core Msci Total (IXUS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares U S Etf Tr Shor Mat Mun Etf (MEAR)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for Ullmann Financial

Top funds holding SEI Investments Company

BlackRock
Loomis, Sayles and
Vanguard Portfolio Management
Morgan Stanley
Vanguard Capital Management
State Street Corporation
Robeco Investment Management
Geode Capital Management
Bank of America Corporation
FMR
Lord, Abbett & Co
Dimensional Fund Advisors
First Trust Advisors
Beutel, Goodman & Company
Invesco

View all funds holding SEI Investments Company