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

Cooper 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
Q3 		$394K Sell
3,399
-320
-9% -$40.6K 0.03% 294
2026
Q2 		$440K Sell
3,719
-1,537
-29% -$193K 0.04% 282
2026
Q1 		$586K Sell
5,256
-487
-8% -$60.4K 0.06% 235
2025
Q4 		$831K Sell
5,743
-426
-7% -$56.6K 0.09% 168
2025
Q3 		$822K Buy
6,169
+872
+16% +$123K 0.09% 173
2025
Q2 		$751K Sell
5,297
-150
-3% -$19.9K 0.09% 181
2025
Q1 		$746K Sell
5,447
-830
-13% -$128K 0.1% 181
2024
Q4 		$1.04M Buy
6,277
+592
+10% +$93.8K 0.12% 139
2024
Q3 		$710K Buy
5,685
+3,007
+112% +$347K 0.09% 195
2024
Q2 		$316K Buy
+2,678
New +$304K 0.05% 294

Other funds holding APO

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Maestria Partners
Maestria Partners Atlanta, Georgia $298M AUM 13.91% 1-Year Est. Return

Cooper Financial Group's APO Position: Q3 2026 in Review

Cooper Financial Group reduced its Apollo Global Management (APO) stake by 8.6% in Q3 2026, selling an estimated $40.6K and leaving 3,399 shares worth $394K. The position accounts for 0.03% of the portfolio, ranked #294.

Cooper Financial Group first reported a position in APO in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.04M in Q4 2024. 367 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • Cooper Financial Group held 3,399 shares of Apollo Global Management worth $394K as of Q3 2026.
  • Cooper Financial Group sold 320 Apollo Global Management shares in Q3 2026, an estimated $40.6K.
  • Apollo Global Management made up 0.03% of Cooper Financial Group's portfolio in Q3 2026, its #294 holding.
  • Cooper Financial Group first reported a position in Apollo Global Management in Q2 2024 and has held it in 10 quarters since.
  • Cooper Financial Group's Apollo Global Management position peaked at $1.04M in Q4 2024.
  • 367 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.