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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
Q3 		$43.2M Sell
1,119,006
-30,285
-3% -$1.22M 0.28% 100
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

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Congress Asset Management's APG Position: Q3 2026 in Review

Congress Asset Management reduced its APi Group (APG) stake by 2.6% in Q3 2026, selling an estimated $1.22M and leaving 1,119,006 shares worth $43.2M. The position accounts for 0.28% of the portfolio, ranked #100.

Congress Asset Management first reported a position in APG in Q4 2025 and has held it in 4 quarters since. The position peaked at $49.7M in Q4 2025. 18 funds tracked by Wall St. Rank hold APG as of Q3 2026.

  • Congress Asset Management held 1,119,006 shares of APi Group worth $43.2M as of Q3 2026.
  • Congress Asset Management sold 30,285 APi Group shares in Q3 2026, an estimated $1.22M.
  • APi Group made up 0.28% of Congress Asset Management's portfolio in Q3 2026, its #100 holding.
  • Congress Asset Management first reported a position in APi Group in Q4 2025 and has held it in 4 quarters since.
  • Congress Asset Management's APi Group position peaked at $49.7M in Q4 2025.
  • 18 funds tracked by Wall St. Rank held APi Group as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.