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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
2025
Q3 		– Sell
-1,650
Closed -$234K – 1080
2025
Q2 		$234K Buy
+1,650
New +$219K 0.01% 815

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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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. 223 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.
  • 223 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.