Embree Financial Group
APD icon

Embree Financial Group’s Air Products & Chemicals APD Stock Holding History

Embree Financial Group’s Portfolio APD Stock Details APD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-712
Closed -$209K – 280
2026
Q2 		$209K Buy
+712
New +$207K 0.02% 276
2025
Q3 		– Sell
-742
Closed -$209K – 235
2025
Q2 		$209K Buy
+742
New +$203K 0.03% 209

Other funds holding APD

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Embree Financial Group's APD Position: Q3 2026 in Review

Embree Financial Group sold out of Air Products & Chemicals (APD) in Q3 2026, closing a stake of 712 shares — an estimated $209K sold.

Embree Financial Group first reported a position in APD in Q2 2025 and held it in 2 quarters. The position peaked at $209K in Q2 2025. 464 funds tracked by Wall St. Rank hold APD as of Q3 2026.

  • Embree Financial Group reported no remaining Air Products & Chemicals position as of Q3 2026 after selling out during the quarter.
  • Embree Financial Group sold 712 Air Products & Chemicals shares in Q3 2026, an estimated $209K.
  • Embree Financial Group first reported a position in Air Products & Chemicals in Q2 2025 and held it in 2 quarters.
  • Embree Financial Group's Air Products & Chemicals position peaked at $209K in Q2 2025.
  • 464 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Embree Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.