SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Position in AIFC — AI Financial Corp
CIK 1079935
LOS ANGELES, CA
Position in AIFC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$11,606
New position
Shares Held
19,672
first reported quarter
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#39
of 70 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $95,099,265 across 7 Software - Infrastructure names. AIFC ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
239,512 | $89,342,766 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
16,577 | $3,162,642 | |
| 3 | ORCL |
Oracle Corp
|
9,557 | $1,400,578 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
4,444 | $518,481 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,342 | $457,648 | |
| 6 | NET |
Cloudflare, Inc.
|
838 | $205,544 | |
| 7 | AIFC |
AI Financial Corp
This page
|
19,672 | $11,606 |
All Filings in AIFC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,606 | 19,672 | Shares | Defined | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||