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Independent Wealth Network’s APA Corp APA Stock Holding History

Independent Wealth Network’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 		$222K Buy
+5,351
New +$212K 0.06% 299
2026
Q2 		– Sell
-7,383
Closed -$313K – 342
2026
Q1 		$313K Buy
+7,383
New +$223K 0.09% 213

Other funds holding APA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Kornitzer Capital Management
Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
AEGON Asset Management (UK)
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.44B AUM 41.54% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Aware Super
Aware Super Sydney, Australia $7.51B AUM
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Pacific Heights Asset Management
Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return

Independent Wealth Network's APA Position: Q3 2026 in Review

Independent Wealth Network opened a new position in APA Corp (APA) in Q3 2026: 5,351 shares worth $222K. The stake represents 0.06% of the portfolio and ranks #299 among its holdings. This is a return to the name: Independent Wealth Network previously reported a position in APA as recently as Q1 2026.

Independent Wealth Network first reported a position in APA in Q1 2026 and has held it in 2 quarters since. The position peaked at $313K in Q1 2026. 391 funds tracked by Wall St. Rank hold APA as of Q3 2026.

  • Independent Wealth Network held 5,351 shares of APA Corp worth $222K as of Q3 2026.
  • APA Corp was a new Independent Wealth Network position in Q3 2026.
  • APA Corp made up 0.06% of Independent Wealth Network's portfolio in Q3 2026, its #299 holding.
  • Independent Wealth Network first reported a position in APA Corp in Q1 2026 and has held it in 2 quarters since.
  • Independent Wealth Network's APA Corp position peaked at $313K in Q1 2026.
  • 391 funds tracked by Wall St. Rank held APA Corp as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.