FFM
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Forum Financial Management’s APi Group APG Stock Holding History

Forum Financial 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
Q1 		– Sell
-9,689
Closed -$371K – 376
2025
Q4 		$371K Buy
9,689
+3
+0% +$111 ﹤0.01% 632
2025
Q3 		$333K Buy
9,686
+902
+10% +$31.5K ﹤0.01% 678
2025
Q2 		$299K Buy
8,784
+6
+0.1% +$172 ﹤0.01% 668
2025
Q1 		$209K Buy
8,778
+33
+0.4% +$827 ﹤0.01% 792
2024
Q4 		$210K Buy
+8,745
New +$208K ﹤0.01% 826
2024
Q3 		– Sell
-8,736
Closed -$219K – 770
2024
Q2 		$219K Buy
8,736
+6
+0.1% +$151 ﹤0.01% 629
2024
Q1 		$229K Hold
8,730
– – ﹤0.01% 640
2023
Q4 		$201K Buy
+8,730
New +$168K ﹤0.01% 643

Other funds holding APG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return