SWA
APG icon

SFMG Wealth Advisors’s APi Group APG Stock Holding History

SFMG Wealth Advisors’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
Q1 		$348K Hold
8,585
– – 0.02% 229
2025
Q4 		$328K Buy
8,585
+1,031
+14% +$38.1K 0.02% 228
2025
Q3 		$260K Hold
7,554
– – 0.02% 243
2025
Q2 		$257K Buy
+7,554
New +$216K 0.02% 229
2024
Q4 		– Sell
-10,554
Closed -$232K – 274
2024
Q3 		$232K Hold
10,554
– – 0.02% 223
2024
Q2 		$265K Hold
10,554
– – 0.02% 210
2024
Q1 		$276K Sell
10,554
-8
-0.1% -$186 0.02% 207
2023
Q4 		$244K Buy
+10,562
New +$204K 0.02% 216
2021
Q1 		– Sell
-16,254
Closed -$197K – 241
2020
Q4 		$197K Buy
+16,254
New +$172K 0.03% 211

Other funds holding APG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return