DWM
APXT

Dakota Wealth Management’s Apex Treasury Corp APXT Stock Holding History

Dakota Wealth Management’s Portfolio APXT Stock Details APXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$867K Hold
86,300
– – 0.02% 460
2026
Q1 		$858K Buy
+86,300
New +$858K 0.02% 424

Other funds holding APXT

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
HCM
Highbridge Capital Management New York $4.11B AUM 26.03% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
LPC
Lineage Point Capital Palm Beach, Florida $487M AUM

Dakota Wealth Management's APXT Position: Q2 2026 in Review

Dakota Wealth Management held its Apex Treasury Corp (APXT) position steady in Q2 2026 at 86,300 shares worth $867K. The position accounts for 0.02% of the portfolio, ranked #460.

Dakota Wealth Management first reported a position in APXT in Q1 2026 and has held it in 2 quarters since. 62 funds tracked by Wall St. Rank hold APXT as of Q2 2026.

  • Dakota Wealth Management held 86,300 shares of Apex Treasury Corp worth $867K as of Q2 2026.
  • Dakota Wealth Management left its Apex Treasury Corp share count unchanged in Q2 2026.
  • Apex Treasury Corp made up 0.02% of Dakota Wealth Management's portfolio in Q2 2026, its #460 holding.
  • Dakota Wealth Management first reported a position in Apex Treasury Corp in Q1 2026 and has held it in 2 quarters since.
  • 62 funds tracked by Wall St. Rank held Apex Treasury Corp as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.