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Independent Advisor Alliance’s American Public Education APEI Stock Holding History

Independent Advisor Alliance’s Portfolio APEI Stock Details APEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$310K Sell
5,450
-493
-8% -$22.6K ﹤0.01% 1307
2025
Q4 		$225K Buy
5,943
+143
+2% +$5.12K 0.01% 901
2025
Q3 		$229K Buy
+5,800
New +$184K 0.01% 847

Other funds holding APEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Independent Advisor Alliance's APEI Position: Q1 2026 in Review

Independent Advisor Alliance reduced its American Public Education (APEI) stake by 8.3% in Q1 2026, selling an estimated $22.6K and leaving 5,450 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

Independent Advisor Alliance first reported a position in APEI in Q3 2025 and has held it in 3 quarters since. 205 funds tracked by Wall St. Rank hold APEI as of Q1 2026.

  • Independent Advisor Alliance held 5,450 shares of American Public Education worth $310K as of Q1 2026.
  • Independent Advisor Alliance sold 493 American Public Education shares in Q1 2026, an estimated $22.6K.
  • American Public Education made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1307 holding.
  • Independent Advisor Alliance first reported a position in American Public Education in Q3 2025 and has held it in 3 quarters since.
  • 205 funds tracked by Wall St. Rank held American Public Education as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.