JFS Wealth Advisors’s APi Group APG Stock Holding History

JFS Wealth Advisors’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 Q2	$11.2K	Buy	265 +19	+8%	+$830	﹤0.01%	969
2026 Q1	$9.97K	Buy	246 +13	+6%	+$551	﹤0.01%	953
2025 Q4	$8.91K	Buy	233 +92	+65%	+$3.4K	﹤0.01%	1020
2025 Q3	$4.85K	Buy	141 +7	+5%	+$244	﹤0.01%	1126
2025 Q2	$4.54K	Buy	134 +32	+31%	+$917	﹤0.01%	1119
2025 Q1	$2.43K	Buy	102 +1	+1%	+$25	﹤0.01%	1400
2024 Q4	$2.41K	Hold	101	–	–	﹤0.01%	1398
2024 Q3	$2.21K	Buy	101 +5	+5%	+$117	﹤0.01%	1440
2024 Q2	$2.41K	Hold	96	–	–	﹤0.01%	1363
2024 Q1	$2.51K	Hold	96	–	–	﹤0.01%	1362
2023 Q4	$2.21K	Buy	96 +1	+1%	+$19	﹤0.01%	1385
2023 Q3	$1.63K	Buy	95 +39	+70%	+$716	﹤0.01%	1439
2023 Q2	$1.01K	Buy	56 +11	+24%	+$170	﹤0.01%	1604
2023 Q1	$675	Buy	45 +27	+150%	+$388	﹤0.01%	1672
2022 Q4	$226	Buy	+18	New	+$208	﹤0.01%	1822
2022 Q2	–	Sell	-149	Closed	-$2K	–	1722
2022 Q1	$2K	Buy	149 +80	+116%	+$1.17K	﹤0.01%	1365
2021 Q4	$1K	Buy	+69	New	+$1.06K	﹤0.01%	1242

Other funds holding APG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JFS Wealth Advisors's APG Position: Q2 2026 in Review

JFS Wealth Advisors increased its APi Group (APG) stake by 7.7% in Q2 2026, buying an estimated $830 and bringing the position to 265 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

JFS Wealth Advisors first reported a position in APG in Q4 2021 and has held it in 17 quarters since. 578 funds tracked by Wall St. Rank hold APG as of Q2 2026.

JFS Wealth Advisors held 265 shares of APi Group worth $11.2K as of Q2 2026.
JFS Wealth Advisors bought 19 APi Group shares in Q2 2026, an estimated $830.
APi Group made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #969 holding.
JFS Wealth Advisors first reported a position in APi Group in Q4 2021 and has held it in 17 quarters since.
578 funds tracked by Wall St. Rank held APi Group as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.