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Moody National Bank Trust Division’s Apogee Enterprises APOG Stock Holding History

Moody National Bank Trust Division’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
Q2 		– Sell
-20,860
Closed -$700K – 504
2026
Q1 		$700K Sell
20,860
-13,213
-39% -$489K 0.07% 284
2025
Q4 		$1.24M Sell
34,073
-661
-2% -$25K 0.12% 171
2025
Q3 		$1.51M Buy
34,734
+3,869
+13% +$166K 0.13% 164
2025
Q2 		$1.25M Buy
30,865
+7,329
+31% +$302K 0.11% 193
2025
Q1 		$1.09M Buy
23,536
+3,298
+16% +$168K 0.11% 210
2024
Q4 		$1.45M Hold
20,238
– – 0.15% 159
2024
Q3 		$1.42M Buy
20,238
+2,791
+16% +$180K 0.15% 158
2024
Q2 		$1.1M Hold
17,447
– – 0.09% 174
2024
Q1 		$1.03M Hold
17,447
– – 0.08% 192
2023
Q4 		$932K Buy
17,447
+3,232
+23% +$150K 0.07% 206
2023
Q3 		$669K Hold
14,215
– – 0.04% 315
2023
Q2 		$675K Sell
14,215
-775
-5% -$32.3K 0.05% 300
2023
Q1 		$648K Buy
14,990
+3,265
+28% +$147K 0.06% 293
2022
Q4 		$521K Buy
11,725
+142
+1% +$6.4K 0.05% 333
2022
Q3 		$443K Buy
+11,583
New +$472K 0.05% 355
2014
Q4 		– Sell
-6,084
Closed -$242K – 260
2014
Q3 		$242K Buy
+6,084
New +$216K 0.02% 232

Other funds holding APOG

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Moody National Bank Trust Division's APOG Position: Q2 2026 in Review

Moody National Bank Trust Division sold out of Apogee Enterprises (APOG) in Q2 2026, closing a stake of 20,860 shares — an estimated $700K sold.

Moody National Bank Trust Division first reported a position in APOG in Q3 2014 and held it in 16 quarters. The position peaked at $1.51M in Q3 2025. 68 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

  • Moody National Bank Trust Division reported no remaining Apogee Enterprises position as of Q2 2026 after selling out during the quarter.
  • Moody National Bank Trust Division sold 20,860 Apogee Enterprises shares in Q2 2026, an estimated $700K.
  • Moody National Bank Trust Division first reported a position in Apogee Enterprises in Q3 2014 and held it in 16 quarters.
  • Moody National Bank Trust Division's Apogee Enterprises position peaked at $1.51M in Q3 2025.
  • 68 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.