BFG
APA icon

Berger Financial Group’s APA Corp APA Stock Holding History

Berger Financial Group’s Portfolio APA Stock Details APA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$289K Sell
6,813
-245,753
-97% -$7.43M 0.02% 379
2025
Q4 		$6.18M Sell
252,566
-2,909
-1% -$70.4K 0.36% 63
2025
Q3 		$6.2M Buy
255,475
+3,289
+1% +$69.4K 0.37% 63
2025
Q2 		$4.61M Buy
252,186
+11,460
+5% +$199K 0.3% 87
2025
Q1 		$5.06M Buy
+240,726
New +$5.29M 0.35% 75

Other funds holding APA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berger Financial Group's APA Position: Q1 2026 in Review

Berger Financial Group reduced its APA Corp (APA) stake by 97% in Q1 2026, selling an estimated $7.43M and leaving 6,813 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #379.

Berger Financial Group first reported a position in APA in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.2M in Q3 2025. 817 funds tracked by Wall St. Rank hold APA as of Q1 2026.

  • Berger Financial Group held 6,813 shares of APA Corp worth $289K as of Q1 2026.
  • Berger Financial Group sold 245,753 APA Corp shares in Q1 2026, an estimated $7.43M.
  • APA Corp made up 0.02% of Berger Financial Group's portfolio in Q1 2026, its #379 holding.
  • Berger Financial Group first reported a position in APA Corp in Q1 2025 and has held it in 5 quarters since.
  • Berger Financial Group's APA Corp position peaked at $6.2M in Q3 2025.
  • 817 funds tracked by Wall St. Rank held APA Corp as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.