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Transamerica Financial Advisors’s Apogee Enterprises APOG Stock Holding History

Transamerica Financial Advisors’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
2026
Q1 		– Sell
-7
Closed -$255 – 1951
2025
Q4 		$255 Sell
7
-1
-13% -$38 ﹤0.01% 1480
2025
Q3 		$349 Buy
+8
New +$343 ﹤0.01% 1369

Other funds holding APOG

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Transamerica Financial Advisors's APOG Position: Q1 2026 in Review

Transamerica Financial Advisors sold out of Apogee Enterprises (APOG) in Q1 2026, closing a stake of 7 shares — an estimated $255 sold.

Transamerica Financial Advisors first reported a position in APOG in Q3 2025 and held it in 2 quarters. The position peaked at $349 in Q3 2025. 220 funds tracked by Wall St. Rank hold APOG as of Q1 2026.

  • Transamerica Financial Advisors reported no remaining Apogee Enterprises position as of Q1 2026 after selling out during the quarter.
  • Transamerica Financial Advisors sold 7 Apogee Enterprises shares in Q1 2026, an estimated $255.
  • Transamerica Financial Advisors first reported a position in Apogee Enterprises in Q3 2025 and held it in 2 quarters.
  • Transamerica Financial Advisors's Apogee Enterprises position peaked at $349 in Q3 2025.
  • 220 funds tracked by Wall St. Rank held Apogee Enterprises as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.