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Bare Financial Services’s Apollo Global Management APO Stock Holding History

Bare Financial Services’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 		$5.44K Buy
46
+5
+12% +$629 ﹤0.01% 818
2026
Q1 		$4.57K Buy
41
+27
+193% +$3.35K ﹤0.01% 691
2025
Q4 		$2.03K Buy
14
+6
+75% +$797 ﹤0.01% 863
2025
Q3 		$1.07K Sell
8
-2
-20% -$283 ﹤0.01% 1001
2025
Q2 		$1.42K Buy
+10
New +$1.33K ﹤0.01% 808

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Bare Financial Services's APO Position: Q2 2026 in Review

Bare Financial Services increased its Apollo Global Management (APO) stake by 12% in Q2 2026, buying an estimated $629 and bringing the position to 46 shares worth $5.44K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Bare Financial Services first reported a position in APO in Q2 2025 and has held it in 5 quarters since. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Bare Financial Services held 46 shares of Apollo Global Management worth $5.44K as of Q2 2026.
  • Bare Financial Services bought 5 Apollo Global Management shares in Q2 2026, an estimated $629.
  • Apollo Global Management made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #818 holding.
  • Bare Financial Services first reported a position in Apollo Global Management in Q2 2025 and has held it in 5 quarters since.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.