Allworth Financial’s Apogee Enterprises APOG Stock Holding History

Allworth Financial’s Portfolio APOG Stock Details APOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.4K	Buy	468 +409	+693%	+$15.3K	﹤0.01%	3137
2026 Q1	$1.98K	Buy	59 +27	+84%	+$1K	﹤0.01%	4357
2025 Q4	$1.17K	Buy	32 +21	+191%	+$794	﹤0.01%	4316
2025 Q3	$480	Buy	11 +4	+57%	+$172	﹤0.01%	4442
2025 Q2	$285	Hold	7	–	–	﹤0.01%	4260
2025 Q1	$281	Sell	7 -14	-67%	-$715	﹤0.01%	3809
2024 Q4	$1.19K	Buy	+21	New	+$1.65K	﹤0.01%	3341
2019 Q4	–	Sell	-50	Closed	-$2K	–	1041
2019 Q3	$2K	Hold	50	–	–	﹤0.01%	797
2019 Q2	$2K	Hold	50	–	–	﹤0.01%	795
2019 Q1	$2K	Hold	50	–	–	﹤0.01%	807
2018 Q4	$1K	Hold	50	–	–	﹤0.01%	790
2018 Q3	$2K	Hold	50	–	–	﹤0.01%	774
2018 Q2	$2K	Hold	50	–	–	﹤0.01%	769
2018 Q1	$2K	Hold	50	–	–	﹤0.01%	690
2017 Q4	$2K	Hold	50	–	–	﹤0.01%	647
2017 Q3	$2K	Buy	+50	New	+$2.46K	﹤0.01%	654

Other funds holding APOG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Allworth Financial's APOG Position: Q2 2026 in Review

Allworth Financial increased its Apogee Enterprises (APOG) stake by 693% in Q2 2026, buying an estimated $15.3K and bringing the position to 468 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3137.

Allworth Financial first reported a position in APOG in Q3 2017 and has held it in 16 quarters since. 237 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

Allworth Financial held 468 shares of Apogee Enterprises worth $21.4K as of Q2 2026.
Allworth Financial bought 409 Apogee Enterprises shares in Q2 2026, an estimated $15.3K.
Apogee Enterprises made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3137 holding.
Allworth Financial first reported a position in Apogee Enterprises in Q3 2017 and has held it in 16 quarters since.
237 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

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