CPG
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Cornerstone Planning Group’s APi Group APG Stock Holding History

Cornerstone Planning 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 		$29.4K Sell
755
-45
-6% -$1.97K ﹤0.01% 555
2026
Q1 		$36.5K Buy
800
+59
+8% +$2.5K ﹤0.01% 487
2025
Q4 		$31.1K Buy
741
+736
+14,720% +$27.2K ﹤0.01% 466
2025
Q3 		$175 Buy
+5
New +$175 ﹤0.01% 1618

Other funds holding APG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cornerstone Planning Group's APG Position: Q2 2026 in Review

Cornerstone Planning Group reduced its APi Group (APG) stake by 5.6% in Q2 2026, selling an estimated $1.97K and leaving 755 shares worth $29.4K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Cornerstone Planning Group first reported a position in APG in Q3 2025 and has held it in 4 quarters since. The position peaked at $36.5K in Q1 2026. 282 funds tracked by Wall St. Rank hold APG as of Q2 2026.

  • Cornerstone Planning Group held 755 shares of APi Group worth $29.4K as of Q2 2026.
  • Cornerstone Planning Group sold 45 APi Group shares in Q2 2026, an estimated $1.97K.
  • APi Group made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #555 holding.
  • Cornerstone Planning Group first reported a position in APi Group in Q3 2025 and has held it in 4 quarters since.
  • Cornerstone Planning Group's APi Group position peaked at $36.5K in Q1 2026.
  • 282 funds tracked by Wall St. Rank held APi Group as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.