WFP
API

Welch Financial Planning’s Agora API Stock Holding History

Welch Financial Planning’s Portfolio API Stock Details API Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-11,037
Closed -$39.1K – 72
2026
Q1 		$39.1K Buy
+11,037
New +$46.8K 0.03% 67

Other funds holding API

TGP
TMT General Partner Hong Kong $194M AUM 27.5% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
AC
AXQ Capital Jersey City, New Jersey $920M AUM 18.71% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Welch Financial Planning's API Position: Q2 2026 in Review

Welch Financial Planning sold out of Agora (API) in Q2 2026, closing a stake of 11,037 shares — an estimated $39.1K sold.

Welch Financial Planning first reported a position in API in Q1 2026 and held it in 1 quarter. The position peaked at $39.1K in Q1 2026. 14 funds tracked by Wall St. Rank hold API as of Q2 2026.

  • Welch Financial Planning reported no remaining Agora position as of Q2 2026 after selling out during the quarter.
  • Welch Financial Planning sold 11,037 Agora shares in Q2 2026, an estimated $39.1K.
  • Welch Financial Planning first reported a position in Agora in Q1 2026 and held it in 1 quarter.
  • Welch Financial Planning's Agora position peaked at $39.1K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Agora as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.