COMPASS FINANCIAL MANAGEMENT LLC’s Apollo Global Management APO Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$211K	Buy	+1,624	New	+$204K	0.03%	417

Other funds holding APO

BlackRock New York $6.73T AUM 46.02% 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

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

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's APO Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Apollo Global Management (APO) in Q2 2026: 1,624 shares worth $211K. The stake represents 0.03% of the portfolio and ranks #417 among its holdings.

882 funds tracked by Wall St. Rank hold APO as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 1,624 shares of Apollo Global Management worth $211K as of Q2 2026.
Apollo Global Management was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Apollo Global Management made up 0.03% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #417 holding.
882 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.