SIGNATURE ESTATE & INVESTMENT ADVISORS LLC FARX — ADVISORS INNER CIRCLE FD II

Ownership history in SIGNATURE ESTATE & INVESTMENT ADVISORS LLC  ·  1 quarter on record

AI Ownership Summary

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC reported ADVISORS INNER CIRCLE FD II (FARX) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. The latest visible filing shows FARX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FARX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's position in ADVISORS INNER CIRCLE FD II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

FARX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SIGNATURE ESTATE & INVESTMENT ADVISORS LLC held FARX — position size vs. price
% of Fund (quarterly)    FARX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 7,908 — — 0.00% $236K 2026-10-13 $30.24

🏢 Other funds also holding FARX

As of 2026 Q3 — sorted by position size

MLG Wealth Management DBA Pine Grove Financial Group 0.68% CoreCap Advisors, LLC 3Y 0.0%

FAQ About SIGNATURE ESTATE & INVESTMENT ADVISORS LLC and FARX

These are the practical questions this page is built to answer before you even open the full history table.

How long has SIGNATURE ESTATE & INVESTMENT ADVISORS LLC reported owning FARX?

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC reported FARX across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported FARX position in SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's portfolio?

The largest reported portfolio weight for FARX was 0.00% in 2026 Q3.

What is the latest reported FARX position on this page?

The most recent filing on this page is 2026 Q3, when SIGNATURE ESTATE & INVESTMENT ADVISORS LLC reported 7,908 shares, equal to 0.00% of portfolio, with an estimated market value of $236K.

What does the chart on this FARX ownership page compare?

The chart compares SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's quarterly FARX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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