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Congress Asset Management’s APi Group APG Stock Holding History

Congress Asset Management’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 		$48.7M Sell
1,149,291
-32,220
-3% -$1.41M 0.3% 105
2026
Q1 		$47.9M Sell
1,181,511
-116,584
-9% -$4.94M 0.34% 97
2025
Q4 		$49.7M Buy
+1,298,095
New +$48M 0.35% 101

Other funds holding APG

MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Congress Asset Management's APG Position: Q2 2026 in Review

Congress Asset Management reduced its APi Group (APG) stake by 2.7% in Q2 2026, selling an estimated $1.41M and leaving 1,149,291 shares worth $48.7M. The position accounts for 0.3% of the portfolio, ranked #105.

Congress Asset Management first reported a position in APG in Q4 2025 and has held it in 3 quarters since. The position peaked at $49.7M in Q4 2025. 114 funds tracked by Wall St. Rank hold APG as of Q2 2026.

  • Congress Asset Management held 1,149,291 shares of APi Group worth $48.7M as of Q2 2026.
  • Congress Asset Management sold 32,220 APi Group shares in Q2 2026, an estimated $1.41M.
  • APi Group made up 0.3% of Congress Asset Management's portfolio in Q2 2026, its #105 holding.
  • Congress Asset Management first reported a position in APi Group in Q4 2025 and has held it in 3 quarters since.
  • Congress Asset Management's APi Group position peaked at $49.7M in Q4 2025.
  • 114 funds tracked by Wall St. Rank held APi Group as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.