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Disclosery

SEI INVESTMENTS CO: FISI position timeline

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

SEI INVESTMENTS CO held 30,790 FISI 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 30,790 shares
    Change vs previous 13F -20,690 shares

    <0.01% of the 13F portfolio, value $1,199,896.

    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 51,480 shares
    Change vs previous 13F +34,601 shares

    <0.01% of the 13F portfolio, value $1,632,440.

    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 16,879 shares
    Change vs previous 13F +1,957 shares

    <0.01% of the 13F portfolio, value $526,124.

    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 14,922 shares
    Change vs previous 13F +84 shares

    <0.01% of the 13F portfolio, value $405,895.

    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 14,838 shares
    Change vs previous 13F +91 shares

    <0.01% of the 13F portfolio, value $381,037.

    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 14,747 shares
    Change vs previous 13F +4,800 shares

    <0.01% of the 13F portfolio, value $368,087.

    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 9,947 shares
    Change vs previous 13F -2,373 shares

    <0.01% of the 13F portfolio, value $271,444.

    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 12,320 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $313,785.

    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).