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Allworth Financial’s American Public Education APEI Stock Holding History

Allworth Financial’s Portfolio APEI Stock Details APEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.84K Sell
146
-76
-34% -$4.18K ﹤0.01% 3877
2026
Q1 		$12.6K Buy
222
+82
+59% +$3.76K ﹤0.01% 3341
2025
Q4 		$5.29K Buy
140
+10
+8% +$358 ﹤0.01% 3665
2025
Q3 		$5.13K Buy
+130
New +$4.13K ﹤0.01% 3527

Other funds holding APEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
3C
325 Capital New York $419M AUM 75.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Allworth Financial's APEI Position: Q2 2026 in Review

Allworth Financial reduced its American Public Education (APEI) stake by 34% in Q2 2026, selling an estimated $4.18K and leaving 146 shares worth $7.84K. The position accounts for ﹤0.01% of the portfolio, ranked #3877.

Allworth Financial first reported a position in APEI in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.6K in Q1 2026. 209 funds tracked by Wall St. Rank hold APEI as of Q2 2026.

  • Allworth Financial held 146 shares of American Public Education worth $7.84K as of Q2 2026.
  • Allworth Financial sold 76 American Public Education shares in Q2 2026, an estimated $4.18K.
  • American Public Education made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3877 holding.
  • Allworth Financial first reported a position in American Public Education in Q3 2025 and has held it in 4 quarters since.
  • Allworth Financial's American Public Education position peaked at $12.6K in Q1 2026.
  • 209 funds tracked by Wall St. Rank held American Public Education as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.