Principia Wealth Advisory
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Principia Wealth Advisory’s APA Corp APA Stock Holding History

Principia Wealth Advisory’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 		$1.79K Buy
43
+2
+5% +$79 ﹤0.01% 627
2026
Q2 		$1.34K Buy
41
+1
+3% +$38 ﹤0.01% 702
2026
Q1 		$1.7K Buy
40
+3
+8% +$91 ﹤0.01% 557
2025
Q4 		$905 Hold
37
– – ﹤0.01% 702
2025
Q3 		$898 Hold
37
– – ﹤0.01% 673
2025
Q2 		$677 Buy
+37
New +$642 ﹤0.01% 671

Other funds holding APA

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Principia Wealth Advisory's APA Position: Q3 2026 in Review

Principia Wealth Advisory increased its APA Corp (APA) stake by 4.9% in Q3 2026, buying an estimated $79 and bringing the position to 43 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Principia Wealth Advisory first reported a position in APA in Q2 2025 and has held it in 6 quarters since. 622 funds tracked by Wall St. Rank hold APA as of Q3 2026.

  • Principia Wealth Advisory held 43 shares of APA Corp worth $1.79K as of Q3 2026.
  • Principia Wealth Advisory bought 2 APA Corp shares in Q3 2026, an estimated $79.
  • APA Corp made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q3 2026, its #627 holding.
  • Principia Wealth Advisory first reported a position in APA Corp in Q2 2025 and has held it in 6 quarters since.
  • 622 funds tracked by Wall St. Rank held APA Corp as of Q3 2026.

Based on Principia Wealth Advisory's 13F filing for Q3 2026, filed 12 Nov 2026.