Birch Financial Group
APG icon

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
Q3 		$184K Buy
+4,769
New +$192K 0.09% 138
2026
Q2 		– Sell
-4,960
Closed -$201K – 138
2026
Q1 		$201K Buy
+4,960
New +$210K 0.12% 133

Other funds holding APG

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Birch Financial Group's APG Position: Q3 2026 in Review

Birch Financial Group opened a new position in APi Group (APG) in Q3 2026: 4,769 shares worth $184K. The stake represents 0.09% of the portfolio and ranks #138 among its holdings. This is a return to the name: Birch Financial Group previously reported a position in APG as recently as Q1 2026.

Birch Financial Group first reported a position in APG in Q1 2026 and has held it in 2 quarters since. The position peaked at $201K in Q1 2026. 252 funds tracked by Wall St. Rank hold APG as of Q3 2026.

  • Birch Financial Group held 4,769 shares of APi Group worth $184K as of Q3 2026.
  • APi Group was a new Birch Financial Group position in Q3 2026.
  • APi Group made up 0.09% of Birch Financial Group's portfolio in Q3 2026, its #138 holding.
  • Birch Financial Group first reported a position in APi Group in Q1 2026 and has held it in 2 quarters since.
  • Birch Financial Group's APi Group position peaked at $201K in Q1 2026.
  • 252 funds tracked by Wall St. Rank held APi Group as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.