$208M
total assets, June 30, 2026
SEI Private Trust Company is a savings bank based in Oaks, PA. As of June 30, 2026 it held $208.5 million in assets and $500,000 in deposits; assets were down 23.0% from a year before. It has 1 branch.
Updated Oct 11, 2026 · numbers as of June 30, 2026
Total assets
$208M
-23.0% in a year · -9.6% in a quarter
Deposits
$500K
0.0% in a year · 0.0% in a quarter
Loans
$0
vs a year before: -
Profit so far
$60.9M
Jan 1 to Jun 30, 2026 · +6.0% in a year
Capital ratio
80.40%
-8.45 pts in a year
Return on assets
53.73%
+13.08 pts in a year
Facts
- Type
- Savings bank
- Head office
- 1 Freedom Valley Dr, Oaks, PA, 19456
- County
- Montgomery
- Established
- Jan 2, 2001
- Employees
- 517
- Branches
- 1
- Website
- www.seic.com
- Id
- b35388
Quarter by quarter
March 31, 2001 to June 30, 2026
Assets, deposits and loans
Each quarter end, US dollars
Profit by quarter
Net income of each quarter, the last 12
Ratios
Percent. Return on assets and net interest margin are yearly rates.
Branches
1 office as of June 30, 2026, holding $500,000 in deposits
Branch map
Every branch, sized by its deposits
| State | Branches | Deposits | Share |
|---|---|---|---|
| Pennsylvania | 1 | $500K | 100.0% |
Related pages
Questions and answers
How big is SEI Private Trust Company?
$208.5 million in total assets and $500,000 in deposits as of June 30, 2026, with assets down 23.0% from a year before. Its loans were $0.
How many branches does SEI Private Trust Company have?
1 branch in Pennsylvania as of June 30, 2026.
Is SEI Private Trust Company profitable?
Yes: it earned $60.9 million from January 1 to June 30, 2026 (up 6.0% from the same months a year before). Its return on assets was 53.73% a year; about 1% is typical.
Official public data from the reports every insured bank files each quarter. Profit so far runs from January 1 to the quarter end. Branch deposits are counted once a year, as of June 30. New quarters appear about two months after the quarter ends.