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

Embree 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
2025
Q2 		– Sell
-1,761
Closed -$241K – 217
2025
Q1 		$241K Buy
+1,761
New +$271K 0.04% 186

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Embree Financial Group's APO Position: Q2 2025 in Review

Embree Financial Group sold out of Apollo Global Management (APO) in Q2 2025, closing a stake of 1,761 shares — an estimated $241K sold.

Embree Financial Group first reported a position in APO in Q1 2025 and held it in 1 quarter. The position peaked at $241K in Q1 2025. 1,138 funds tracked by Wall St. Rank hold APO as of Q2 2025.

  • Embree Financial Group reported no remaining Apollo Global Management position as of Q2 2025 after selling out during the quarter.
  • Embree Financial Group sold 1,761 Apollo Global Management shares in Q2 2025, an estimated $241K.
  • Embree Financial Group first reported a position in Apollo Global Management in Q1 2025 and held it in 1 quarter.
  • Embree Financial Group's Apollo Global Management position peaked at $241K in Q1 2025.
  • 1,138 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2025.

Based on Embree Financial Group's 13F filing for Q2 2025, filed 16 Jul 2025.