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Bleakley Financial Group’s Apollo Global Management APO Stock Holding History

Bleakley Financial Group’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 		$3.72M Sell
31,425
-262
-0.8% -$32.9K 0.05% 306
2026
Q1 		$3.53M Sell
31,687
-424
-1% -$52.6K 0.06% 268
2025
Q4 		$4.65M Buy
32,111
+10,388
+48% +$1.38M 0.08% 200
2025
Q3 		$2.9M Buy
21,723
+1,684
+8% +$238K 0.07% 240
2025
Q2 		$2.84M Buy
20,039
+183
+0.9% +$24.3K 0.07% 235
2025
Q1 		$2.72M Buy
19,856
+1,027
+5% +$158K 0.09% 198
2024
Q4 		$3.11M Sell
18,829
-653
-3% -$103K 0.09% 183
2024
Q3 		$2.43M Buy
19,482
+506
+3% +$58.4K 0.07% 218
2024
Q2 		$2.24M Buy
18,976
+411
+2% +$46.6K 0.06% 262
2024
Q1 		$2.09M Buy
18,565
+1,357
+8% +$143K 0.06% 287
2023
Q4 		$1.6M Sell
17,208
-6,176
-26% -$545K 0.05% 317
2023
Q3 		$2.1M Sell
23,384
-1,307
-5% -$110K 0.07% 249
2023
Q2 		$1.9M Buy
24,691
+17,565
+246% +$1.17M 0.06% 284
2023
Q1 		$450K Buy
7,126
+1,515
+27% +$101K 0.02% 595
2022
Q4 		$358K Buy
+5,611
New +$333K 0.01% 641

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 $3.37T AUM 44.26% 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

Bleakley Financial Group's APO Position: Q2 2026 in Review

Bleakley Financial Group reduced its Apollo Global Management (APO) stake by 0.83% in Q2 2026, selling an estimated $32.9K and leaving 31,425 shares worth $3.72M. The position accounts for 0.05% of the portfolio, ranked #306.

Bleakley Financial Group first reported a position in APO in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.65M in Q4 2025. 1,176 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Bleakley Financial Group held 31,425 shares of Apollo Global Management worth $3.72M as of Q2 2026.
  • Bleakley Financial Group sold 262 Apollo Global Management shares in Q2 2026, an estimated $32.9K.
  • Apollo Global Management made up 0.05% of Bleakley Financial Group's portfolio in Q2 2026, its #306 holding.
  • Bleakley Financial Group first reported a position in Apollo Global Management in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's Apollo Global Management position peaked at $4.65M in Q4 2025.
  • 1,176 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.