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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
Q2 		$364K Hold
8,585
– – 0.02% 228
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 $6.73T AUM 46.02% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
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

SFMG Wealth Advisors's APG Position: Q2 2026 in Review

SFMG Wealth Advisors held its APi Group (APG) position steady in Q2 2026 at 8,585 shares worth $364K. The position accounts for 0.02% of the portfolio, ranked #228.

SFMG Wealth Advisors first reported a position in APG in Q4 2020 and has held it in 10 quarters since. 578 funds tracked by Wall St. Rank hold APG as of Q2 2026.

  • SFMG Wealth Advisors held 8,585 shares of APi Group worth $364K as of Q2 2026.
  • SFMG Wealth Advisors left its APi Group share count unchanged in Q2 2026.
  • APi Group made up 0.02% of SFMG Wealth Advisors's portfolio in Q2 2026, its #228 holding.
  • SFMG Wealth Advisors first reported a position in APi Group in Q4 2020 and has held it in 10 quarters since.
  • 578 funds tracked by Wall St. Rank held APi Group as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.