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Disclosery

SEI INVESTMENTS CO: USB position timeline

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

SEI INVESTMENTS CO held 1,729,005 USB 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 1,729,005 shares
    Change vs previous 13F -276,486 shares

    0.09% of the 13F portfolio, value $104,431,745.

    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 2,005,491 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $104,305,165.

    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).