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Patriot Financial Group Insurance Agency’s APA Corp APA Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio APA Stock Details APA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-14,648
Closed -$358K – 702
2025
Q4 		$358K Buy
14,648
+461
+3% +$11.2K 0.04% 354
2025
Q3 		$344K Buy
+14,187
New +$300K 0.04% 355
2022
Q3 		– Sell
-202
Closed -$7K – 479
2022
Q2 		$7K Sell
202
-43
-18% -$1.83K ﹤0.01% 1360
2022
Q1 		$10K Sell
245
-6,374
-96% -$222K ﹤0.01% 1342
2021
Q4 		$178K Buy
6,619
+3,817
+136% +$101K 0.03% 478
2021
Q3 		$60K Buy
2,802
+1,152
+70% +$22K 0.01% 807
2021
Q2 		$36K Buy
+1,650
New +$33.9K 0.01% 951
2018
Q2 		– Sell
-71
Closed -$3K – 603
2018
Q1 		$3K Buy
+71
New +$2.86K ﹤0.01% 804
2017
Q4 		– Sell
-150
Closed -$7K – 934
2017
Q3 		$7K Hold
150
– – 0.01% 623
2017
Q2 		$7K Hold
150
– – 0.01% 597
2017
Q1 		$8K Hold
150
– – 0.01% 523
2016
Q4 		$9K Buy
+150
New +$9.45K 0.01% 472

Other funds holding APA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Patriot Financial Group Insurance Agency's APA Position: Q1 2026 in Review

Patriot Financial Group Insurance Agency sold out of APA Corp (APA) in Q1 2026, closing a stake of 14,648 shares — an estimated $358K sold.

Patriot Financial Group Insurance Agency first reported a position in APA in Q4 2016 and held it in 12 quarters. The position peaked at $358K in Q4 2025. 819 funds tracked by Wall St. Rank hold APA as of Q1 2026.

  • Patriot Financial Group Insurance Agency reported no remaining APA Corp position as of Q1 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 14,648 APA Corp shares in Q1 2026, an estimated $358K.
  • Patriot Financial Group Insurance Agency first reported a position in APA Corp in Q4 2016 and held it in 12 quarters.
  • Patriot Financial Group Insurance Agency's APA Corp position peaked at $358K in Q4 2025.
  • 819 funds tracked by Wall St. Rank held APA Corp as of Q1 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2026, filed 22 Apr 2026.