PlanVest Financial
APA icon

PlanVest Financial’s APA Corp APA Stock Holding History

PlanVest Financial’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
Q3 		$2.46K Hold
59
– – ﹤0.01% 509
2026
Q2 		$1.93K Buy
59
+1
+2% +$38 ﹤0.01% 519
2026
Q1 		$2.49K Buy
+58
New +$1.75K ﹤0.01% 481

Other funds holding APA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

PlanVest Financial's APA Position: Q3 2026 in Review

PlanVest Financial held its APA Corp (APA) position steady in Q3 2026 at 59 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

PlanVest Financial first reported a position in APA in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.49K in Q1 2026. 727 funds tracked by Wall St. Rank hold APA as of Q3 2026.

  • PlanVest Financial held 59 shares of APA Corp worth $2.46K as of Q3 2026.
  • PlanVest Financial left its APA Corp share count unchanged in Q3 2026.
  • APA Corp made up ﹤0.01% of PlanVest Financial's portfolio in Q3 2026, its #509 holding.
  • PlanVest Financial first reported a position in APA Corp in Q1 2026 and has held it in 3 quarters since.
  • PlanVest Financial's APA Corp position peaked at $2.49K in Q1 2026.
  • 727 funds tracked by Wall St. Rank held APA Corp as of Q3 2026.

Based on PlanVest Financial's 13F filing for Q3 2026, filed 9 Nov 2026.