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Root Financial Partners’s APi Group APG Stock Holding History

Root Financial Partners’s Portfolio APG Stock Details APG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,256
Closed -$50.9K – 568
2026
Q1 		$50.9K Buy
1,256
+212
+20% +$8.99K ﹤0.01% 870
2025
Q4 		$39.9K Buy
1,044
+105
+11% +$3.88K ﹤0.01% 812
2025
Q3 		$32.3K Buy
+939
New +$32.8K ﹤0.01% 855

Other funds holding APG

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Root Financial Partners sold out of APi Group (APG) in Q2 2026, closing a stake of 1,256 shares — an estimated $50.9K sold.

Root Financial Partners first reported a position in APG in Q3 2025 and held it in 3 quarters. The position peaked at $50.9K in Q1 2026. 580 funds tracked by Wall St. Rank hold APG as of Q2 2026.

  • Root Financial Partners reported no remaining APi Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,256 APi Group shares in Q2 2026, an estimated $50.9K.
  • Root Financial Partners first reported a position in APi Group in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's APi Group position peaked at $50.9K in Q1 2026.
  • 580 funds tracked by Wall St. Rank held APi Group as of Q2 2026.

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