Root Financial Partners
APG icon

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
Q3 		$48.9K Buy
+1,267
New +$50.9K ﹤0.01% 1101
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return

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

Root Financial Partners opened a new position in APi Group (APG) in Q3 2026: 1,267 shares worth $48.9K. The stake represents ﹤0.01% of the portfolio and ranks #1101 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in APG as recently as Q1 2026.

Root Financial Partners first reported a position in APG in Q3 2025 and has held it in 4 quarters since. The position peaked at $50.9K in Q1 2026. 456 funds tracked by Wall St. Rank hold APG as of Q3 2026.

  • Root Financial Partners held 1,267 shares of APi Group worth $48.9K as of Q3 2026.
  • APi Group was a new Root Financial Partners position in Q3 2026.
  • APi Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1101 holding.
  • Root Financial Partners first reported a position in APi Group in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's APi Group position peaked at $50.9K in Q1 2026.
  • 456 funds tracked by Wall St. Rank held APi Group as of Q3 2026.

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