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SEI INVESTMENTS CO: ZION position timeline

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

SEI INVESTMENTS CO held 560,072 ZION 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 560,072 shares
    Change vs previous 13F +163,401 shares

    0.03% of the 13F portfolio, value $38,751,377.

    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 396,671 shares
    Change vs previous 13F +73,699 shares

    0.02% of the 13F portfolio, value $22,856,342.

    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 322,972 shares
    Change vs previous 13F -43,610 shares

    0.02% of the 13F portfolio, value $18,907,369.

    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 366,582 shares
    Change vs previous 13F +27,197 shares

    0.02% of the 13F portfolio, value $20,742,245.

    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 339,385 shares
    Change vs previous 13F +26,675 shares

    0.02% of the 13F portfolio, value $17,628,320.

    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 312,710 shares
    Change vs previous 13F +215,268 shares

    0.02% of the 13F portfolio, value $15,595,768.

    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 97,442 shares
    Change vs previous 13F +27,702 shares

    0.01% of the 13F portfolio, value $5,286,419.

    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 69,740 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,292,574.

    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).