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Nations Financial Group’s Artisan Partners APAM Stock Holding History

Nations Financial Group’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$257K Sell
7,059
-1,087
-13% -$44.5K 0.01% 673
2025
Q4 		$332K Hold
8,146
– – 0.02% 610
2025
Q3 		$354K Buy
8,146
+769
+10% +$35.4K 0.02% 564
2025
Q2 		$327K Buy
7,377
+145
+2% +$5.79K 0.02% 546
2025
Q1 		$283K Buy
7,232
+739
+11% +$31.3K 0.02% 548
2024
Q4 		$280K Buy
6,493
+32
+0.5% +$1.46K 0.02% 565
2024
Q3 		$280K Buy
6,461
+406
+7% +$16.8K 0.02% 576
2024
Q2 		$250K Buy
6,055
+68
+1% +$2.94K 0.02% 568
2024
Q1 		$274K Buy
+5,987
New +$257K 0.02% 543

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VPM
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VCM
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State Street
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VNIM
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return