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SVB Wealth’s Apogee Enterprises APOG Stock Holding History

SVB Wealth’s Portfolio APOG Stock Details APOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-123
Closed -$5.7K – 529
2025
Q1 		$5.7K Buy
+123
New +$6.28K ﹤0.01% 998
2021
Q3 		– Sell
-5,103
Closed -$208K – 1007
2021
Q2 		$208K Buy
+5,103
New +$192K ﹤0.01% 878

Other funds holding APOG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SVB Wealth's APOG Position: Q2 2025 in Review

SVB Wealth sold out of Apogee Enterprises (APOG) in Q2 2025, closing a stake of 123 shares — an estimated $5.7K sold.

SVB Wealth first reported a position in APOG in Q2 2021 and held it in 2 quarters. The position peaked at $208K in Q2 2021. 219 funds tracked by Wall St. Rank hold APOG as of Q2 2025.

  • SVB Wealth reported no remaining Apogee Enterprises position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 123 Apogee Enterprises shares in Q2 2025, an estimated $5.7K.
  • SVB Wealth first reported a position in Apogee Enterprises in Q2 2021 and held it in 2 quarters.
  • SVB Wealth's Apogee Enterprises position peaked at $208K in Q2 2021.
  • 219 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.