SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Position in AXP — American Express Co
CIK 1079935
LOS ANGELES, CA
Position in AXP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,167,300
+$58,107 QoQ
Shares Held
3,451
-5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,500
of 2,990 holders
Holding Since
Jun 2021
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $61,176,187 across 4 Credit Services names. AXP ranks #4 (1.9% of the industry book) .
All Filings in AXP
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,167,300 | 3,451 | Shares | Defined | 2026-07-14 | |
| 2026-03-31 | $1,109,193 | 3,667 | Shares | Defined | 2026-04-15 | |
| 2025-12-31 | $811,670 | 2,194 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $737,394 | 2,220 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $736,524 | 2,309 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $600,518 | 2,232 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $639,878 | 2,156 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $703,764 | 2,595 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $587,673 | 2,538 | Shares | Sole | 2024-07-26 | |
| 2022-03-31 | $231,506 | 1,238 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $205,480 | 1,256 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $210,752 | 1,258 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $204,554 | 1,238 | Shares | Defined | 2021-07-16 | |
| No filing history on record for this holder in this stock. | ||||||