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Independent Financial Group’s APA Corp APA Stock Holding History

Independent Financial Group’s Portfolio APA Stock Details APA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$233K Buy
+5,613
New +$223K ﹤0.01% 1416
2024
Q3 		– Sell
-7,496
Closed -$221K – 1129
2024
Q2 		$221K Sell
7,496
-8,929
-54% -$276K 0.01% 975
2024
Q1 		$565K Buy
+16,425
New +$521K 0.03% 548
2023
Q4 		– Sell
-6,154
Closed -$253K – 955
2023
Q3 		$253K Buy
6,154
+104
+2% +$4.28K 0.02% 742
2023
Q2 		$207K Sell
6,050
-295
-5% -$10.3K 0.01% 806
2023
Q1 		$229K Buy
6,345
+135
+2% +$5.42K 0.02% 722
2022
Q4 		$290K Buy
+6,210
New +$278K 0.02% 567
2022
Q2 		– Sell
-5,650
Closed -$234K – 718
2022
Q1 		$234K Buy
+5,650
New +$197K 0.02% 696

Other funds holding APA

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Independent Financial Group's APA Position: Q3 2026 in Review

Independent Financial Group opened a new position in APA Corp (APA) in Q3 2026: 5,613 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #1416 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in APA as recently as Q2 2024.

Independent Financial Group first reported a position in APA in Q1 2022 and has held it in 8 quarters since. The position peaked at $565K in Q1 2024. 57 funds tracked by Wall St. Rank hold APA as of Q3 2026.

  • Independent Financial Group held 5,613 shares of APA Corp worth $233K as of Q3 2026.
  • APA Corp was a new Independent Financial Group position in Q3 2026.
  • APA Corp made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1416 holding.
  • Independent Financial Group first reported a position in APA Corp in Q1 2022 and has held it in 8 quarters since.
  • Independent Financial Group's APA Corp position peaked at $565K in Q1 2024.
  • 57 funds tracked by Wall St. Rank held APA Corp as of Q3 2026.

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