RFP
APA icon

Root Financial Partners’s APA Corp APA Stock Holding History

Root Financial Partners’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 		$48.5K Buy
1,142
+173
+18% +$5.23K ﹤0.01% 888
2025
Q4 		$23.7K Buy
969
+470
+94% +$11.4K ﹤0.01% 1089
2025
Q3 		$12.1K Buy
+499
New +$10.5K ﹤0.01% 1372

Other funds holding APA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $481B AUM 30.42% 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 $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's APA Position: Q1 2026 in Review

Root Financial Partners increased its APA Corp (APA) stake by 18% in Q1 2026, buying an estimated $5.23K and bringing the position to 1,142 shares worth $48.5K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Root Financial Partners first reported a position in APA in Q3 2025 and has held it in 3 quarters since. 817 funds tracked by Wall St. Rank hold APA as of Q1 2026.

  • Root Financial Partners held 1,142 shares of APA Corp worth $48.5K as of Q1 2026.
  • Root Financial Partners bought 173 APA Corp shares in Q1 2026, an estimated $5.23K.
  • APA Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #888 holding.
  • Root Financial Partners first reported a position in APA Corp in Q3 2025 and has held it in 3 quarters since.
  • 817 funds tracked by Wall St. Rank held APA Corp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.