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Farther Finance Advisors’s Apogee Enterprises APOG Stock Holding History

Farther Finance Advisors’s Portfolio APOG Stock Details APOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$38K Buy
1,073
+190
+22% +$7.56K ﹤0.01% 3637
2026
Q2 		$40.6K Buy
883
+48
+6% +$1.79K ﹤0.01% 3413
2026
Q1 		$28.2K Buy
835
+768
+1,146% +$28.4K ﹤0.01% 3415
2025
Q4 		$2.44K Sell
67
-561
-89% -$21.2K ﹤0.01% 4613
2025
Q3 		$27.4K Sell
628
-34
-5% -$1.46K ﹤0.01% 2832
2025
Q2 		$26.9K Sell
662
-332
-33% -$13.7K ﹤0.01% 2493
2025
Q1 		$46.4K Sell
994
-460
-32% -$23.5K ﹤0.01% 1933
2024
Q4 		$104K Buy
1,454
+103
+8% +$8.09K ﹤0.01% 1298
2024
Q3 		$94.6K Buy
1,351
+1,301
+2,602% +$83.7K ﹤0.01% 1328
2024
Q2 		$3.09K Buy
50
+20
+67% +$1.24K ﹤0.01% 2610
2024
Q1 		$1.76K Buy
30
+5
+20% +$276 ﹤0.01% 2539
2023
Q4 		$1.33K Buy
25
+16
+178% +$745 ﹤0.01% 2607
2023
Q3 		$424 Hold
9
– – ﹤0.01% 2310
2023
Q2 		$427 Hold
9
– – ﹤0.01% 2193
2023
Q1 		$389 Hold
9
– – ﹤0.01% 2069
2022
Q4 		$400 Buy
+9
New +$406 ﹤0.01% 1875

Other funds holding APOG

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Farther Finance Advisors's APOG Position: Q3 2026 in Review

Farther Finance Advisors increased its Apogee Enterprises (APOG) stake by 22% in Q3 2026, buying an estimated $7.56K and bringing the position to 1,073 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #3637.

Farther Finance Advisors first reported a position in APOG in Q4 2022 and has held it in 16 quarters since. The position peaked at $104K in Q4 2024. 7 funds tracked by Wall St. Rank hold APOG as of Q3 2026.

  • Farther Finance Advisors held 1,073 shares of Apogee Enterprises worth $38K as of Q3 2026.
  • Farther Finance Advisors bought 190 Apogee Enterprises shares in Q3 2026, an estimated $7.56K.
  • Apogee Enterprises made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3637 holding.
  • Farther Finance Advisors first reported a position in Apogee Enterprises in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Apogee Enterprises position peaked at $104K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Apogee Enterprises as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.