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B. Riley Wealth Advisors’s Apollo Global Management APO Stock Holding History

B. Riley Wealth Advisors’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 		$760K Buy
6,614
+498
+8% +$62.6K 0.04% 368
2026
Q1 		$672K Sell
6,116
-295
-5% -$36.6K 0.04% 378
2025
Q4 		$928K Sell
6,411
-3,470
-35% -$461K 0.04% 361
2025
Q3 		$1.32M Sell
9,881
-2,227
-18% -$315K 0.06% 288
2025
Q2 		$1.72M Buy
+12,108
New +$1.61M 0.08% 241
2024
Q4 		$3.8M Sell
23,033
-1,447
-6% -$229K 0.12% 176
2024
Q3 		$3.11M Sell
24,480
-1,911
-7% -$221K 0.09% 226
2024
Q2 		$3.12M Buy
26,391
+14,812
+128% +$1.68M 0.08% 234
2024
Q1 		$1.04M Sell
11,579
-1,298
-10% -$137K 0.03% 516
2023
Q4 		$1.2M Buy
12,877
+1,298
+11% +$115K 0.03% 472
2023
Q3 		$1.04M Buy
11,579
+1,159
+11% +$97.4K 0.03% 516
2023
Q2 		$800K Sell
10,420
-261
-2% -$17.5K 0.02% 644
2023
Q1 		$675K Sell
10,681
-1,012
-9% -$67.8K 0.02% 694
2022
Q4 		$746K Sell
11,693
-717
-6% -$42.6K 0.02% 645
2022
Q3 		$577K Sell
12,410
-11,852
-49% -$651K 0.02% 691
2022
Q2 		$1.18M Buy
24,262
+656
+3% +$35.7K 0.05% 365
2022
Q1 		$1.46M Sell
23,606
-19,083
-45% -$1.26M 0.05% 369
2021
Q4 		$3.09M Buy
42,689
+3,968
+10% +$286K 0.09% 246
2021
Q3 		$2.38M Buy
38,721
+13,873
+56% +$834K 0.08% 298
2021
Q2 		$1.55M Buy
24,848
+3,546
+17% +$197K 0.05% 400
2021
Q1 		$1M Sell
21,302
-11,011
-34% -$536K 0.04% 479
2020
Q4 		$1.58M Buy
32,313
+3,895
+14% +$174K 0.08% 236
2020
Q3 		$1.27M Buy
28,418
+3,692
+15% +$178K 0.07% 274
2020
Q2 		$1.24M Sell
24,726
-6,128
-20% -$269K 0.08% 242
2020
Q1 		$1.03M Sell
30,854
-5,899
-16% -$253K 0.09% 228
2019
Q4 		$1.75M Buy
36,753
+18,268
+99% +$780K 0.15% 156
2019
Q3 		$700K Buy
18,485
+1,802
+11% +$65.6K 0.07% 297
2019
Q2 		$573K Buy
16,683
+4,529
+37% +$144K 0.06% 328
2019
Q1 		$344K Buy
12,154
+3,254
+37% +$92.5K 0.04% 447
2018
Q4 		$219K Buy
8,900
+500
+6% +$14.3K 0.03% 555
2018
Q3 		$291K Hold
8,400
– – 0.03% 508
2018
Q2 		$268K Hold
8,400
– – 0.04% 511
2018
Q1 		$249K Buy
8,400
+1,326
+19% +$44.6K 0.03% 510
2017
Q4 		$237K Buy
+7,074
New +$222K 0.03% 529
2017
Q1 		– Sell
-22,418
Closed -$435K – 521
2016
Q4 		$435K Sell
22,418
-20
-0.1% -$378 0.09% 257
2016
Q3 		$403K Buy
22,438
+4,500
+25% +$78.9K 0.08% 317
2016
Q2 		$272K Buy
17,938
+4,828
+37% +$79.3K 0.05% 424
2016
Q1 		$224K Buy
+13,110
New +$197K 0.05% 440
2015
Q1 		– Sell
-2,100
Closed -$50 – 648
2014
Q4 		$50 Buy
+2,100
New +$48.4K ﹤0.01% 2091
2014
Q3 		– Sell
-3,600
Closed -$99.8K – 726
2014
Q2 		$99.8K Sell
3,600
-100
-3% -$2.72K 0.02% 725
2014
Q1 		$118K Hold
3,700
– – 0.04% 568
2013
Q4 		$117K Sell
3,700
-250
-6% -$7.75K 0.04% 510
2013
Q3 		$112K Buy
3,950
+300
+8% +$8.05K 0.04% 513
2013
Q2 		$88K Buy
+3,650
New +$90.1K 0.03% 578

Other funds holding APO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

B. Riley Wealth Advisors's APO Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Apollo Global Management (APO) stake by 8.1% in Q2 2026, buying an estimated $62.6K and bringing the position to 6,614 shares worth $760K. The position accounts for 0.04% of the portfolio, ranked #368.

B. Riley Wealth Advisors first reported a position in APO in Q2 2013 and has held it in 44 quarters since. The position peaked at $3.8M in Q4 2024. 177 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • B. Riley Wealth Advisors held 6,614 shares of Apollo Global Management worth $760K as of Q2 2026.
  • B. Riley Wealth Advisors bought 498 Apollo Global Management shares in Q2 2026, an estimated $62.6K.
  • Apollo Global Management made up 0.04% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #368 holding.
  • B. Riley Wealth Advisors first reported a position in Apollo Global Management in Q2 2013 and has held it in 44 quarters since.
  • B. Riley Wealth Advisors's Apollo Global Management position peaked at $3.8M in Q4 2024.
  • 177 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.