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Legacy Wealth Asset Management’s APi Group APG Stock Holding History

Legacy Wealth Asset Management’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
Q3 		$398K Buy
10,304
+166
+2% +$6.67K 0.09% 289
2026
Q2 		$429K Sell
10,138
-364
-3% -$15.9K 0.09% 282
2026
Q1 		$426K Buy
10,502
+76
+0.7% +$3.22K 0.1% 282
2025
Q4 		$399K Buy
+10,426
New +$386K 0.1% 288

Other funds holding APG

MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Legacy Wealth Asset Management's APG Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its APi Group (APG) stake by 1.6% in Q3 2026, buying an estimated $6.67K and bringing the position to 10,304 shares worth $398K. The position accounts for 0.09% of the portfolio, ranked #289.

Legacy Wealth Asset Management first reported a position in APG in Q4 2025 and has held it in 4 quarters since. The position peaked at $429K in Q2 2026. 29 funds tracked by Wall St. Rank hold APG as of Q3 2026.

  • Legacy Wealth Asset Management held 10,304 shares of APi Group worth $398K as of Q3 2026.
  • Legacy Wealth Asset Management bought 166 APi Group shares in Q3 2026, an estimated $6.67K.
  • APi Group made up 0.09% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #289 holding.
  • Legacy Wealth Asset Management first reported a position in APi Group in Q4 2025 and has held it in 4 quarters since.
  • Legacy Wealth Asset Management's APi Group position peaked at $429K in Q2 2026.
  • 29 funds tracked by Wall St. Rank held APi Group as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.