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Omega Financial Group’s Applied Digital APLD Stock Holding History

Omega Financial Group’s Portfolio APLD Stock Details APLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-7,300
Closed -$173K – 94
2026
Q1 		$173K Hold
7,300
– – 0.06% 97
2025
Q4 		$179K Buy
+7,300
New +$210K 0.06% 105

Other funds holding APLD

EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
DT
DBA Trading Fort Lauderdale, Florida $199M AUM
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
TIM
Thor Investment Management Cincinnati, Ohio $176M AUM 45.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Omega Financial Group's APLD Position: Q2 2026 in Review

Omega Financial Group held its Applied Digital (APLD) position steady in Q2 2026 at 5,734 shares worth $214K. The position accounts for 0.07% of the portfolio, ranked #87.

Omega Financial Group first reported a position in APLD in Q4 2025 and has held it in 3 quarters since. 167 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • Omega Financial Group held 5,734 shares of Applied Digital worth $214K as of Q2 2026.
  • Omega Financial Group left its Applied Digital share count unchanged in Q2 2026.
  • Applied Digital made up 0.07% of Omega Financial Group's portfolio in Q2 2026, its #87 holding.
  • Omega Financial Group first reported a position in Applied Digital in Q4 2025 and has held it in 3 quarters since.
  • 167 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Omega Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.