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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
Q2 		– Sell
-7,059
Closed -$257K – 793
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

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Nations Financial Group's APAM Position: Q2 2026 in Review

Nations Financial Group sold out of Artisan Partners (APAM) in Q2 2026, closing a stake of 7,059 shares — an estimated $257K sold.

Nations Financial Group first reported a position in APAM in Q1 2024 and held it in 9 quarters. The position peaked at $354K in Q3 2025. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Nations Financial Group reported no remaining Artisan Partners position as of Q2 2026 after selling out during the quarter.
  • Nations Financial Group sold 7,059 Artisan Partners shares in Q2 2026, an estimated $257K.
  • Nations Financial Group first reported a position in Artisan Partners in Q1 2024 and held it in 9 quarters.
  • Nations Financial Group's Artisan Partners position peaked at $354K in Q3 2025.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.