JFS Wealth Advisors
APOG icon

JFS Wealth Advisors’s Apogee Enterprises APOG Stock Holding History

JFS Wealth Advisors’s Portfolio APOG Stock Details APOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$142 Hold
4
– – ﹤0.01% 2129
2026
Q2 		$183 Buy
+4
New +$149 ﹤0.01% 2163
2025
Q2 		– Sell
-527
Closed -$24.4K – 1869
2025
Q1 		$24.4K Buy
+527
New +$26.9K ﹤0.01% 618

Other funds holding APOG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

JFS Wealth Advisors's APOG Position: Q3 2026 in Review

JFS Wealth Advisors held its Apogee Enterprises (APOG) position steady in Q3 2026 at 4 shares worth $142. The position accounts for ﹤0.01% of the portfolio, ranked #2129.

JFS Wealth Advisors first reported a position in APOG in Q1 2025 and has held it in 3 quarters since. The position peaked at $24.4K in Q1 2025. 124 funds tracked by Wall St. Rank hold APOG as of Q3 2026.

  • JFS Wealth Advisors held 4 shares of Apogee Enterprises worth $142 as of Q3 2026.
  • JFS Wealth Advisors left its Apogee Enterprises share count unchanged in Q3 2026.
  • Apogee Enterprises made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #2129 holding.
  • JFS Wealth Advisors first reported a position in Apogee Enterprises in Q1 2025 and has held it in 3 quarters since.
  • JFS Wealth Advisors's Apogee Enterprises position peaked at $24.4K in Q1 2025.
  • 124 funds tracked by Wall St. Rank held Apogee Enterprises as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.