Ascent Group’s Apollo Global Management APO Stock Holding History

Ascent Group’s Portfolio APO Stock Details APO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$419K	Buy	+3,609	New	+$458K	0.01%	580
2026 Q1	–	Sell	-1,552	Closed	-$225K	–	755
2025 Q4	$225K	Sell	1,552 -73	-4%	-$9.7K	0.01%	686
2025 Q3	$217K	Buy	1,625 +99	+6%	+$14K	0.01%	690
2025 Q2	$217K	Buy	+1,526	New	+$202K	0.01%	666

Other funds holding APO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Ascent Group's APO Position: Q3 2026 in Review

Ascent Group opened a new position in Apollo Global Management (APO) in Q3 2026: 3,609 shares worth $419K. The stake represents 0.01% of the portfolio and ranks #580 among its holdings. This is a return to the name: Ascent Group previously reported a position in APO as recently as Q4 2025.

Ascent Group first reported a position in APO in Q2 2025 and has held it in 4 quarters since. 575 funds tracked by Wall St. Rank hold APO as of Q3 2026.

Ascent Group held 3,609 shares of Apollo Global Management worth $419K as of Q3 2026.
Apollo Global Management was a new Ascent Group position in Q3 2026.
Apollo Global Management made up 0.01% of Ascent Group's portfolio in Q3 2026, its #580 holding.
Ascent Group first reported a position in Apollo Global Management in Q2 2025 and has held it in 4 quarters since.
575 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Ascent Group's 13F filing for Q3 2026, filed 30 Oct 2026.