NBC Securities’s Artisan Partners APAM Stock Holding History

NBC Securities’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	$51.8K	Sell	1,500 -876	-37%	-$32.2K	﹤0.01%	1282
2026 Q1	$86.5K	Hold	2,376	–	–	0.01%	1130
2025 Q4	$96.8K	Hold	2,376	–	–	0.01%	1096
2025 Q3	$103K	Hold	2,376	–	–	0.01%	1057
2025 Q2	$105K	Hold	2,376	–	–	0.01%	1024
2025 Q1	$92K	Buy	2,376 +2,374	+118,700%	+$101K	0.01%	998
2024 Q4	$102	Sell	2 -2,374	-100%	-$108K	0.01%	918
2024 Q3	$102K	Hold	2,376	–	–	0.01%	974
2024 Q2	$98K	Hold	2,376	–	–	0.01%	960
2024 Q1	$118K	Hold	2,376	–	–	0.01%	905
2023 Q4	$104K	Hold	2,376	–	–	0.01%	932
2023 Q3	$88K	Buy	+2,376	New	+$92.1K	0.01%	975

Other funds holding APAM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

NBC Securities's APAM Position: Q2 2026 in Review

NBC Securities reduced its Artisan Partners (APAM) stake by 37% in Q2 2026, selling an estimated $32.2K and leaving 1,500 shares worth $51.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

NBC Securities first reported a position in APAM in Q3 2023 and has held it in 12 quarters since. The position peaked at $118K in Q1 2024. 382 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

NBC Securities held 1,500 shares of Artisan Partners worth $51.8K as of Q2 2026.
NBC Securities sold 876 Artisan Partners shares in Q2 2026, an estimated $32.2K.
Artisan Partners made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1282 holding.
NBC Securities first reported a position in Artisan Partners in Q3 2023 and has held it in 12 quarters since.
NBC Securities's Artisan Partners position peaked at $118K in Q1 2024.
382 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.