Birch Financial Group’s APi Group APG Stock Holding History

Birch Financial Group’s Portfolio APG Stock Details APG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-4,960	Closed	-$201K	–	138
2026 Q1	$201K	Buy	+4,960	New	+$210K	0.12%	133

Other funds holding APG

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

Jupiter Topco New York $245B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Birch Financial Group's APG Position: Q2 2026 in Review

Birch Financial Group sold out of APi Group (APG) in Q2 2026, closing a stake of 4,960 shares — an estimated $201K sold.

Birch Financial Group first reported a position in APG in Q1 2026 and held it in 1 quarter. The position peaked at $201K in Q1 2026. 583 funds tracked by Wall St. Rank hold APG as of Q2 2026.

Birch Financial Group reported no remaining APi Group position as of Q2 2026 after selling out during the quarter.
Birch Financial Group sold 4,960 APi Group shares in Q2 2026, an estimated $201K.
Birch Financial Group first reported a position in APi Group in Q1 2026 and held it in 1 quarter.
Birch Financial Group's APi Group position peaked at $201K in Q1 2026.
583 funds tracked by Wall St. Rank held APi Group as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.