PSI
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Planning Strategies Inc.’s APi Group APG Stock Holding History

Planning Strategies Inc.’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 		$1.35K Buy
+32
New +$1.4K ﹤0.01% 688

Other funds holding APG

MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Planning Strategies Inc.'s APG Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in APi Group (APG) in Q2 2026: 32 shares worth $1.35K. The stake represents ﹤0.01% of the portfolio and ranks #688 among its holdings.

168 funds tracked by Wall St. Rank hold APG as of Q2 2026.

  • Planning Strategies Inc. held 32 shares of APi Group worth $1.35K as of Q2 2026.
  • APi Group was a new Planning Strategies Inc. position in Q2 2026.
  • APi Group made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #688 holding.
  • 168 funds tracked by Wall St. Rank held APi Group as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.