Stifel Financial
APGE icon

Stifel Financial’s Apogee Therapeutics APGE Stock Holding History

Stifel Financial’s Portfolio APGE Stock Details APGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,814
Closed -$237K – 3707
2026
Q1 		$237K Sell
2,814
-2,400
-46% -$174K ﹤0.01% 3328
2025
Q4 		$394K Buy
5,214
+175
+3% +$11K ﹤0.01% 2989
2025
Q3 		$200K Buy
+5,039
New +$192K ﹤0.01% 3344

Other funds holding APGE

VA
VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

Stifel Financial's APGE Position: Q2 2026 in Review

Stifel Financial sold out of Apogee Therapeutics (APGE) in Q2 2026, closing a stake of 2,814 shares — an estimated $237K sold.

Stifel Financial first reported a position in APGE in Q3 2025 and held it in 3 quarters. The position peaked at $394K in Q4 2025. 288 funds tracked by Wall St. Rank hold APGE as of Q2 2026.

  • Stifel Financial reported no remaining Apogee Therapeutics position as of Q2 2026 after selling out during the quarter.
  • Stifel Financial sold 2,814 Apogee Therapeutics shares in Q2 2026, an estimated $237K.
  • Stifel Financial first reported a position in Apogee Therapeutics in Q3 2025 and held it in 3 quarters.
  • Stifel Financial's Apogee Therapeutics position peaked at $394K in Q4 2025.
  • 288 funds tracked by Wall St. Rank held Apogee Therapeutics as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.