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Curi RMB Capital’s Apollo Global Management APO Stock Holding History

Curi RMB Capital’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
Q1 		– Sell
-1,491
Closed -$216K – 873
2025
Q4 		$216K Sell
1,491
-20
-1% -$2.66K ﹤0.01% 835
2025
Q3 		$201K Buy
+1,511
New +$214K ﹤0.01% 685

Other funds holding APO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Curi RMB Capital's APO Position: Q1 2026 in Review

Curi RMB Capital sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 1,491 shares — an estimated $216K sold.

Curi RMB Capital first reported a position in APO in Q3 2025 and held it in 2 quarters. The position peaked at $216K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Curi RMB Capital reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
  • Curi RMB Capital sold 1,491 Apollo Global Management shares in Q1 2026, an estimated $216K.
  • Curi RMB Capital first reported a position in Apollo Global Management in Q3 2025 and held it in 2 quarters.
  • Curi RMB Capital's Apollo Global Management position peaked at $216K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.