Range Financial Group LLC APAM — ARTISAN PARTNERS ASSET MGMT

Ownership history in Range Financial Group LLC  ·  8 quarters on record

AI Ownership Summary

Range Financial Group LLC reported ARTISAN PARTNERS ASSET MGMT (APAM) in 8 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.26% in 2024 Q1. The latest visible filing shows APAM at 0.12% 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 APAM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Range Financial Group LLC's position in ARTISAN PARTNERS ASSET MGMT, 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
2026 Q2

APAM was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

APAM stock page Range Financial Group LLC fund profile Range Financial Group LLC full holdings
How Range Financial Group LLC held APAM — position size vs. price
% of Fund (quarterly)    APAM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 12,703 +1,212 +10.5% 0.12% $439K 2026-07-15 $39.25
2026 Q1 ADDED — — — 11,491 +125 +1.1% 0.14% $418K 2026-04-30 $36.67
2025 Q4 ADDED — — — 11,366 +727 +6.8% 0.16% $463K 2026-01-15 $41.94
2025 Q3 REDUCED — — — 10,639 -52 -0.5% 0.17% $462K 2025-10-17 $39.95
2025 Q2 ADDED — — — 10,691 +130 +1.2% 0.19% $474K 2025-07-08 $42.49
2025 Q1 ADDED — — — 10,561 +696 +7.1% 0.18% $413K 2025-04-14 $32.00
2024 Q4 REDUCED 10.4% -6.4% ✅ 9,865 -1,144 -10.4% 0.20% $425K 2025-01-07 $36.01
2024 Q1 INITIATED — — — 11,009 — — 0.26% $504K 2024-04-12 $36.05

🏢 Other funds also holding APAM

As of 2026 Q2 — sorted by position size

Carolina Wealth Advisors, LLC 3Y 0.77% MOODY ALDRICH PARTNERS LLC 3Y 7Y 0.7% WASATCH ADVISORS LP 3Y 7Y 0.39% Salvus Wealth Management, LLC 3Y 0.19% Impact Capital Partners LLC 0.08% JUNCTURE WEALTH STRATEGIES, LLC 3Y 7Y 0.06% Hennion & Walsh Asset Management, Inc. 3Y 0.04% BURNEY CO/ 3Y 7Y 0.02% Y-Intercept (Hong Kong) Ltd 3Y 0.02% B. Riley Wealth Advisors, Inc. 3Y 7Y 0.02%

FAQ About Range Financial Group LLC and APAM

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

How long has Range Financial Group LLC reported owning APAM?

Range Financial Group LLC reported APAM across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported APAM position in Range Financial Group LLC's portfolio?

The largest reported portfolio weight for APAM was 0.26% in 2024 Q1.

What is the latest reported APAM position on this page?

The most recent filing on this page is 2026 Q2, when Range Financial Group LLC reported 12,703 shares, equal to 0.12% of portfolio, with an estimated market value of $439K.

What does the chart on this APAM ownership page compare?

The chart compares Range Financial Group LLC's quarterly APAM 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.

How well did Range Financial Group LLC time their APAM position?

Based on 13F filing dates vs. subsequent APAM price moves, Range Financial Group LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on APAM relative to SPY over the holding period was -10.9%.

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