APCB β€” TRUST FOR PROFESSIONAL MANAG

Ownership history in &PARTNERS  Β·  6 quarters on record

AI Ownership Summary

&PARTNERS reported TRUST FOR PROFESSIONAL MANAG (APCB) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.03% in 2025 Q4. The latest visible filing shows APCB at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this APCB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was &PARTNERS's position in TRUST FOR PROFESSIONAL MANAG, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

APCB was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How &PARTNERS held APCB β€” position size vs. price
% of Fund (quarterly)    APCB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 165,100 +80,664 +95.5% 0.03% $4.9M 2026-02-14 (Est.) $29.86
2025 Q3 ADDED 84,436 +23,091 +37.6% 0.02% $2.7M 2025-11-14 $29.33
2025 Q2 REDUCED 61,345 -730 -1.2% 0.01% $1.8M 2025-08-14 $28.80
2025 Q1 ADDED 62,075 +14,666 +30.9% 0.02% $1.8M 2025-05-15 $28.14
2024 Q4 ADDED 47,409 +21,530 +83.2% 0.02% $1.4M 2025-02-14 $27.91
2024 Q3 INITIATED 25,879 β€” β€” 0.02% $786K 2024-11-14 $27.63

FAQ About &PARTNERS and APCB

These are the practical questions this page is built to answer before you even open the full history table.

How long has &PARTNERS reported owning APCB?

&PARTNERS reported APCB across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported APCB position in &PARTNERS's portfolio?

The largest reported portfolio weight for APCB was 0.03% in 2025 Q4.

What is the latest reported APCB position on this page?

The most recent filing on this page is 2025 Q4, when &PARTNERS reported 165,100 shares, equal to 0.03% of portfolio, with an estimated market value of $4.9M.

What does the chart on this APCB ownership page compare?

The chart compares &PARTNERS's quarterly APCB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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