Basswood Capital Management’s Apollo Global Management APO Stock Holding History

Basswood Capital Management’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 Q1	$2.82M	Sell	25,343 -177,175	-87%	-$22M	0.13%	92
2025 Q4	$29.3M	Hold	202,518	–	–	1.19%	25
2025 Q3	$27M	Sell	202,518 -5,735	-3%	-$812K	1.11%	30
2025 Q2	$29.5M	Hold	208,253	–	–	1.36%	23
2025 Q1	$28.5M	Hold	208,253	–	–	1.6%	17
2024 Q4	$34.4M	Hold	208,253	–	–	2%	14
2024 Q3	$26M	Hold	208,253	–	–	1.34%	27
2024 Q2	$24.6M	Hold	208,253	–	–	1.6%	23
2024 Q1	$23.4M	Hold	208,253	–	–	1.37%	26
2023 Q4	$19.4M	Sell	208,253 -15,255	-7%	-$1.35M	1.25%	29
2023 Q3	$20.1M	Sell	223,508 -107,172	-32%	-$9.01M	1.52%	26
2023 Q2	$25.4M	Sell	330,680 -45,753	-12%	-$3.06M	1.87%	20
2023 Q1	$23.8M	Buy	376,433 +21,203	+6%	+$1.42M	1.66%	15
2022 Q4	$22.7M	Sell	355,230 -35,340	-9%	-$2.1M	1.67%	17
2022 Q3	$18.2M	Buy	390,570 +14,152	+4%	+$777K	1.33%	23
2022 Q2	$18.2M	Sell	376,418 -77,687	-17%	-$4.23M	1.15%	30
2022 Q1	$28.1M	Buy	+454,105	New	+$29.9M	1.35%	27

Other funds holding APO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Basswood Capital Management's APO Position: Q1 2026 in Review

Basswood Capital Management reduced its Apollo Global Management (APO) stake by 87% in Q1 2026, selling an estimated $22M and leaving 25,343 shares worth $2.82M. The position accounts for 0.13% of the portfolio, ranked #92.

Basswood Capital Management first reported a position in APO in Q1 2022 and has held it in 17 quarters since. The position peaked at $34.4M in Q4 2024. 1,130 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Basswood Capital Management held 25,343 shares of Apollo Global Management worth $2.82M as of Q1 2026.
Basswood Capital Management sold 177,175 Apollo Global Management shares in Q1 2026, an estimated $22M.
Apollo Global Management made up 0.13% of Basswood Capital Management's portfolio in Q1 2026, its #92 holding.
Basswood Capital Management first reported a position in Apollo Global Management in Q1 2022 and has held it in 17 quarters since.
Basswood Capital Management's Apollo Global Management position peaked at $34.4M in Q4 2024.
1,130 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Basswood Capital Management's 13F filing for Q1 2026, filed 15 May 2026.