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Concourse Financial Group Securities’s Apollo Global Management APO Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-530
Closed -$89.5K – 119
2024
Q4 		$89.5K Buy
530
+3
+0.6% +$475 0.01% 983
2024
Q3 		$65.8K Buy
527
+51
+11% +$5.89K ﹤0.01% 1078
2024
Q2 		$56.2K Sell
476
-155
-25% -$17.6K ﹤0.01% 1131
2024
Q1 		$71K Buy
631
+7
+1% +$739 ﹤0.01% 1046
2023
Q4 		$58.1K Buy
624
+5
+0.8% +$441 ﹤0.01% 1085
2023
Q3 		$55.6K Sell
619
-118
-16% -$9.92K ﹤0.01% 1045
2023
Q2 		$56.6K Buy
737
+44
+6% +$2.94K ﹤0.01% 1051
2023
Q1 		$43.8K Sell
693
-201
-22% -$13.5K ﹤0.01% 1154
2022
Q4 		$57K Buy
+894
New +$53.1K ﹤0.01% 1024
2022
Q3 		– Sell
-2,966
Closed -$163K – 2050
2022
Q2 		$144K Buy
2,966
+404
+16% +$22K 0.01% 692
2022
Q1 		$159K Buy
+2,562
New +$169K 0.01% 713
2020
Q2 		– Sell
-3,744
Closed -$164K – 2072
2020
Q1 		$125K Buy
+3,744
New +$161K 0.01% 586
2019
Q2 		– Sell
-1,875
Closed -$59.6K – 2225
2019
Q1 		$52K Sell
1,875
-2,236
-54% -$63.6K 0.01% 868
2018
Q4 		$100K Buy
4,111
+3,811
+1,270% +$109K 0.01% 625
2018
Q3 		$10K Buy
+300
New +$10.5K ﹤0.01% 1088

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Concourse Financial Group Securities's APO Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Apollo Global Management (APO) in Q1 2025, closing a stake of 530 shares — an estimated $89.5K sold.

Concourse Financial Group Securities first reported a position in APO in Q3 2018 and held it in 15 quarters. The position peaked at $159K in Q1 2022. 1,096 funds tracked by Wall St. Rank hold APO as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Apollo Global Management position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 530 Apollo Global Management shares in Q1 2025, an estimated $89.5K.
  • Concourse Financial Group Securities first reported a position in Apollo Global Management in Q3 2018 and held it in 15 quarters.
  • Concourse Financial Group Securities's Apollo Global Management position peaked at $159K in Q1 2022.
  • 1,096 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.