Root Financial Partners
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
Q3 		$80.1K Buy
+1,928
New +$76.5K ﹤0.01% 855
2026
Q2 		– Sell
-1,142
Closed -$48.5K – 565
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 $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

Root Financial Partners's APA Position: Q3 2026 in Review

Root Financial Partners opened a new position in APA Corp (APA) in Q3 2026: 1,928 shares worth $80.1K. The stake represents ﹤0.01% of the portfolio and ranks #855 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in APA as recently as Q1 2026.

Root Financial Partners first reported a position in APA in Q3 2025 and has held it in 4 quarters since. 727 funds tracked by Wall St. Rank hold APA as of Q3 2026.

  • Root Financial Partners held 1,928 shares of APA Corp worth $80.1K as of Q3 2026.
  • APA Corp was a new Root Financial Partners position in Q3 2026.
  • APA Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #855 holding.
  • Root Financial Partners first reported a position in APA Corp in Q3 2025 and has held it in 4 quarters since.
  • 727 funds tracked by Wall St. Rank held APA Corp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.