SIGNATURE ESTATE & INVESTMENT ADVISORS LLC quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, SIGNATURE ESTATE & INVESTMENT ADVISORS LLC opened 30 positions, added to 95, reduced 94, sold out of 19 and left 15 unchanged. The largest increase in value was APH (+$85,037,068); the largest decrease was MCK (-$85,888,301).
- PPTA: Country of operation —; Class COM; Shares 2026-03-31 51,250; Shares 2026-06-30 51,250.
- GLXY: Country of operation United States; Class CL A; Shares 2026-03-31 25,739; Shares 2026-06-30 25,739.
- OPLN: Country of operation United States; Class COM; Shares 2026-03-31 14,732; Shares 2026-06-30 14,732.
- AXSM: Country of operation United States; Class COM; Shares 2026-03-31 1,832; Shares 2026-06-30 1,832.
Two Form 13F-HR filings compared (SEC CIK 1079935): 2026-03-31 (filed 2026-04-15) and 2026-06-30 (filed 2026-07-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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