PCS
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Personal CFO Solutions’s APi Group APG Stock Holding History

Personal CFO Solutions’s Portfolio APG Stock Details APG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$378K Buy
8,923
+499
+6% +$21.8K 0.05% 331
2026
Q1 		$341K Buy
8,424
+481
+6% +$20.4K 0.05% 335
2025
Q4 		$304K Buy
7,943
+1,197
+18% +$44.3K 0.05% 364
2025
Q3 		$232K Sell
6,746
-30
-0.4% -$1.05K 0.04% 446
2025
Q2 		$231K Buy
+6,776
New +$194K 0.04% 422

Other funds holding APG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Personal CFO Solutions's APG Position: Q2 2026 in Review

Personal CFO Solutions increased its APi Group (APG) stake by 5.9% in Q2 2026, buying an estimated $21.8K and bringing the position to 8,923 shares worth $378K. The position accounts for 0.05% of the portfolio, ranked #331.

Personal CFO Solutions first reported a position in APG in Q2 2025 and has held it in 5 quarters since. 580 funds tracked by Wall St. Rank hold APG as of Q2 2026.

  • Personal CFO Solutions held 8,923 shares of APi Group worth $378K as of Q2 2026.
  • Personal CFO Solutions bought 499 APi Group shares in Q2 2026, an estimated $21.8K.
  • APi Group made up 0.05% of Personal CFO Solutions's portfolio in Q2 2026, its #331 holding.
  • Personal CFO Solutions first reported a position in APi Group in Q2 2025 and has held it in 5 quarters since.
  • 580 funds tracked by Wall St. Rank held APi Group as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.