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Atomi Financial Group’s Apollo Global Management APO Stock Holding History

Atomi Financial 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
Q2 		$486K Buy
4,106
+334
+9% +$42K 0.01% 784
2026
Q1 		$420K Sell
3,772
-854
-18% -$106K 0.01% 779
2025
Q4 		$670K Buy
4,626
+372
+9% +$49.4K 0.02% 565
2025
Q3 		$567K Buy
4,254
+272
+7% +$38.5K 0.02% 603
2025
Q2 		$565K Buy
3,982
+1,716
+76% +$228K 0.02% 537
2025
Q1 		$310K Buy
2,266
+432
+24% +$66.4K 0.01% 757
2024
Q4 		$303K Buy
+1,834
New +$291K 0.02% 711

Other funds holding APO

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return
OCP
OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Atomi Financial Group's APO Position: Q2 2026 in Review

Atomi Financial Group increased its Apollo Global Management (APO) stake by 8.9% in Q2 2026, buying an estimated $42K and bringing the position to 4,106 shares worth $486K. The position accounts for 0.01% of the portfolio, ranked #784.

Atomi Financial Group first reported a position in APO in Q4 2024 and has held it in 7 quarters since. The position peaked at $670K in Q4 2025. 528 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Atomi Financial Group held 4,106 shares of Apollo Global Management worth $486K as of Q2 2026.
  • Atomi Financial Group bought 334 Apollo Global Management shares in Q2 2026, an estimated $42K.
  • Apollo Global Management made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #784 holding.
  • Atomi Financial Group first reported a position in Apollo Global Management in Q4 2024 and has held it in 7 quarters since.
  • Atomi Financial Group's Apollo Global Management position peaked at $670K in Q4 2025.
  • 528 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.