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 Q2	$3M	Hold	25,343	–	–	0.12%	94
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Basswood Capital Management's APO Position: Q2 2026 in Review

Basswood Capital Management held its Apollo Global Management (APO) position steady in Q2 2026 at 25,343 shares worth $3M. The position accounts for 0.12% of the portfolio, ranked #94.

Basswood Capital Management first reported a position in APO in Q1 2022 and has held it in 18 quarters since. The position peaked at $34.4M in Q4 2024. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Basswood Capital Management held 25,343 shares of Apollo Global Management worth $3M as of Q2 2026.
Basswood Capital Management left its Apollo Global Management share count unchanged in Q2 2026.
Apollo Global Management made up 0.12% of Basswood Capital Management's portfolio in Q2 2026, its #94 holding.
Basswood Capital Management first reported a position in Apollo Global Management in Q1 2022 and has held it in 18 quarters since.
Basswood Capital Management's Apollo Global Management position peaked at $34.4M in Q4 2024.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Basswood Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.