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
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 $6.73T AUM 46.02% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Root Financial Partners's APA Position: Q2 2026 in Review

Root Financial Partners sold out of APA Corp (APA) in Q2 2026, closing a stake of 1,142 shares — an estimated $48.5K sold.

Root Financial Partners first reported a position in APA in Q3 2025 and held it in 3 quarters. The position peaked at $48.5K in Q1 2026. 815 funds tracked by Wall St. Rank hold APA as of Q2 2026.

  • Root Financial Partners reported no remaining APA Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,142 APA Corp shares in Q2 2026, an estimated $48.5K.
  • Root Financial Partners first reported a position in APA Corp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's APA Corp position peaked at $48.5K in Q1 2026.
  • 815 funds tracked by Wall St. Rank held APA Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.