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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
Q2 		– Sell
-6,813
Closed -$289K – 488
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 $6.73T AUM 46.02% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Berger Financial Group's APA Position: Q2 2026 in Review

Berger Financial Group sold out of APA Corp (APA) in Q2 2026, closing a stake of 6,813 shares — an estimated $289K sold.

Berger Financial Group first reported a position in APA in Q1 2025 and held it in 5 quarters. The position peaked at $6.2M in Q3 2025. 814 funds tracked by Wall St. Rank hold APA as of Q2 2026.

  • Berger Financial Group reported no remaining APA Corp position as of Q2 2026 after selling out during the quarter.
  • Berger Financial Group sold 6,813 APA Corp shares in Q2 2026, an estimated $289K.
  • Berger Financial Group first reported a position in APA Corp in Q1 2025 and held it in 5 quarters.
  • Berger Financial Group's APA Corp position peaked at $6.2M in Q3 2025.
  • 814 funds tracked by Wall St. Rank held APA Corp as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.