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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
Q2 		$273K Sell
5,084
-366
-7% -$20.1K 0.01% 856
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 $6.73T AUM 46.02% 1-Year Est. Return
3C
325 Capital New York $419M AUM 75.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Independent Advisor Alliance's APEI Position: Q2 2026 in Review

Independent Advisor Alliance reduced its American Public Education (APEI) stake by 6.7% in Q2 2026, selling an estimated $20.1K and leaving 5,084 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #856.

Independent Advisor Alliance first reported a position in APEI in Q3 2025 and has held it in 4 quarters since. The position peaked at $310K in Q1 2026. 208 funds tracked by Wall St. Rank hold APEI as of Q2 2026.

  • Independent Advisor Alliance held 5,084 shares of American Public Education worth $273K as of Q2 2026.
  • Independent Advisor Alliance sold 366 American Public Education shares in Q2 2026, an estimated $20.1K.
  • American Public Education made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #856 holding.
  • Independent Advisor Alliance first reported a position in American Public Education in Q3 2025 and has held it in 4 quarters since.
  • Independent Advisor Alliance's American Public Education position peaked at $310K in Q1 2026.
  • 208 funds tracked by Wall St. Rank held American Public Education as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.