AF
ARI

Allworth Financial’s Apollo Commercial Real Estate ARI Stock Holding History

Allworth Financial’s Portfolio ARI Stock Details ARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.7K Buy
1,942
+70
+4% +$763 ﹤0.01% 3168
2026
Q1 		$19.8K Buy
1,872
+112
+6% +$1.17K ﹤0.01% 3013
2025
Q4 		$17K Buy
1,760
+747
+74% +$7.47K ﹤0.01% 2915
2025
Q3 		$10.3K Buy
1,013
+210
+26% +$2.14K ﹤0.01% 3127
2025
Q2 		$7.77K Buy
803
+659
+458% +$6.21K ﹤0.01% 3017
2025
Q1 		$1.31K Sell
144
-258
-64% -$2.45K ﹤0.01% 3373
2024
Q4 		$3.58K Buy
402
+157
+64% +$1.41K ﹤0.01% 2907
2024
Q3 		$2.25K Buy
245
+171
+231% +$1.74K ﹤0.01% 2919
2024
Q2 		$808 Sell
74
-72
-49% -$742 ﹤0.01% 3242
2024
Q1 		$1.63K Hold
146
– – ﹤0.01% 2898
2023
Q4 		$1.72K Buy
146
+48
+49% +$514 ﹤0.01% 2743
2023
Q3 		$993 Buy
98
+29
+42% +$316 ﹤0.01% 2851
2023
Q2 		$782 Hold
69
– – ﹤0.01% 2803
2023
Q1 		$643 Buy
+69
New +$764 ﹤0.01% 2788
2022
Q4 		– Sell
-134
Closed -$1K – 3007
2022
Q3 		$1K Buy
134
+118
+738% +$1.35K ﹤0.01% 2301
2022
Q2 		$0 Sell
16
-1,457
-99% -$17.9K ﹤0.01% 2374
2022
Q1 		$21K Buy
+1,473
New +$19.8K ﹤0.01% 1235

Other funds holding ARI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Allworth Financial's ARI Position: Q2 2026 in Review

Allworth Financial increased its Apollo Commercial Real Estate (ARI) stake by 3.7% in Q2 2026, buying an estimated $763 and bringing the position to 1,942 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3168.

Allworth Financial first reported a position in ARI in Q1 2022 and has held it in 17 quarters since. The position peaked at $21K in Q1 2022. 284 funds tracked by Wall St. Rank hold ARI as of Q2 2026.

  • Allworth Financial held 1,942 shares of Apollo Commercial Real Estate worth $20.7K as of Q2 2026.
  • Allworth Financial bought 70 Apollo Commercial Real Estate shares in Q2 2026, an estimated $763.
  • Apollo Commercial Real Estate made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3168 holding.
  • Allworth Financial first reported a position in Apollo Commercial Real Estate in Q1 2022 and has held it in 17 quarters since.
  • Allworth Financial's Apollo Commercial Real Estate position peaked at $21K in Q1 2022.
  • 284 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.