FineMark National Bank & Trust’s Apollo Global Management APO Stock Holding History

FineMark National Bank & Trust’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 Q4	$571K	Hold	3,944	–	–	0.02%	295
2025 Q3	$526K	Sell	3,944 -19	-0.5%	-$2.69K	0.02%	303
2025 Q2	$562K	Sell	3,963 -117	-3%	-$15.5K	0.02%	288
2025 Q1	$559K	Sell	4,080 -121	-3%	-$18.6K	0.02%	283
2024 Q4	$694K	Hold	4,201	–	–	0.02%	252
2024 Q3	$525K	Buy	4,201 +84	+2%	+$9.7K	0.02%	278
2024 Q2	$486K	Buy	4,117 +98	+2%	+$11.1K	0.02%	280
2024 Q1	$452K	Hold	4,019	–	–	0.02%	293
2023 Q4	$375K	Hold	4,019	–	–	0.02%	307
2023 Q3	$361K	Buy	4,019 +18	+0.4%	+$1.51K	0.02%	305
2023 Q2	$307K	Sell	4,001 -300	-7%	-$20.1K	0.01%	342
2023 Q1	$272K	Buy	+4,301	New	+$288K	0.01%	351
2021 Q4	–	Sell	-4,116	Closed	-$254K	–	463
2021 Q3	$254K	Buy	+4,116	New	+$247K	0.01%	390

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

FineMark National Bank & Trust's APO Position: Q4 2025 in Review

FineMark National Bank & Trust held its Apollo Global Management (APO) position steady in Q4 2025 at 3,944 shares worth $571K. The position accounts for 0.02% of the portfolio, ranked #295.

FineMark National Bank & Trust first reported a position in APO in Q3 2021 and has held it in 13 quarters since. The position peaked at $694K in Q4 2024. 1,208 funds tracked by Wall St. Rank hold APO as of Q4 2025.

FineMark National Bank & Trust held 3,944 shares of Apollo Global Management worth $571K as of Q4 2025.
FineMark National Bank & Trust left its Apollo Global Management share count unchanged in Q4 2025.
Apollo Global Management made up 0.02% of FineMark National Bank & Trust's portfolio in Q4 2025, its #295 holding.
FineMark National Bank & Trust first reported a position in Apollo Global Management in Q3 2021 and has held it in 13 quarters since.
FineMark National Bank & Trust's Apollo Global Management position peaked at $694K in Q4 2024.
1,208 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.