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SEI INVESTMENTS CO: CUBI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SEI INVESTMENTS CO on CUBI, newest first. How the timeline and the estimate are built.

SEI INVESTMENTS CO held 194,769 CUBI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 194,769 shares
    Change vs previous 13F -60,202 shares

    0.01% of the 13F portfolio, value $15,406,184.

    13F-HR 0002048251-26-006553 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 254,971 shares
    Change vs previous 13F +74,413 shares

    0.02% of the 13F portfolio, value $17,697,560.

    13F-HR 0002048251-26-003739 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 180,558 shares
    Change vs previous 13F +60,342 shares

    0.01% of the 13F portfolio, value $13,202,444.

    13F-HR 0000350894-26-000005 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 120,216 shares
    Change vs previous 13F +7,908 shares

    0.01% of the 13F portfolio, value $7,858,501.

    13F-HR 0002048251-25-002343 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 112,308 shares
    Change vs previous 13F +9,993 shares

    0.01% of the 13F portfolio, value $6,596,886.

    13F-HR 0001041062-25-000162 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 102,315 shares
    Change vs previous 13F -1,324 shares

    0.01% of the 13F portfolio, value $5,136,106.

    13F-HR/A 0001041062-25-000106 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 103,639 shares
    Change vs previous 13F -46,185 shares

    0.01% of the 13F portfolio, value $5,045,246.

    13F-HR 0001041062-25-000019 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 149,824 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,959,354.

    13F-HR 0001041062-24-000165 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).