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James T. Borello RIA’s APi Group APG Stock Holding History

James T. Borello RIA’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
Q3 		$2.59K Hold
67
– – ﹤0.01% 888
2026
Q2 		$2.84K Buy
67
+5
+8% +$218 ﹤0.01% 893
2026
Q1 		$2.51K Buy
62
+8
+15% +$339 ﹤0.01% 890
2025
Q4 		$2.07K Buy
54
+10
+23% +$370 ﹤0.01% 779
2025
Q3 		$1.51K Buy
+44
New +$1.54K ﹤0.01% 767

Other funds holding APG

Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

James T. Borello RIA's APG Position: Q3 2026 in Review

James T. Borello RIA held its APi Group (APG) position steady in Q3 2026 at 67 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

James T. Borello RIA first reported a position in APG in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.84K in Q2 2026. 54 funds tracked by Wall St. Rank hold APG as of Q3 2026.

  • James T. Borello RIA held 67 shares of APi Group worth $2.59K as of Q3 2026.
  • James T. Borello RIA left its APi Group share count unchanged in Q3 2026.
  • APi Group made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #888 holding.
  • James T. Borello RIA first reported a position in APi Group in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's APi Group position peaked at $2.84K in Q2 2026.
  • 54 funds tracked by Wall St. Rank held APi Group as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.