First National Trust’s Apollo Global Management APO Stock Holding History

First National 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
2026 Q3	$812K	Sell	6,996 -16,419	-70%	-$2.08M	0.03%	240
2026 Q2	$2.77M	Sell	23,415 -3,190	-12%	-$401K	0.09%	150
2026 Q1	$2.96M	Sell	26,605 -42	-0.2%	-$5.21K	0.1%	154
2025 Q4	$3.86M	Buy	26,647 +1,015	+4%	+$135K	0.13%	137
2025 Q3	$3.42M	Buy	25,632 +1,205	+5%	+$171K	0.12%	148
2025 Q2	$3.47M	Buy	24,427 +1,867	+8%	+$248K	0.13%	143
2025 Q1	$3.09M	Buy	+22,560	New	+$3.47M	0.12%	141

Other funds holding APO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

First National Trust's APO Position: Q3 2026 in Review

First National Trust reduced its Apollo Global Management (APO) stake by 70% in Q3 2026, selling an estimated $2.08M and leaving 6,996 shares worth $812K. The position accounts for 0.03% of the portfolio, ranked #240.

First National Trust first reported a position in APO in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.86M in Q4 2025. 621 funds tracked by Wall St. Rank hold APO as of Q3 2026.

First National Trust held 6,996 shares of Apollo Global Management worth $812K as of Q3 2026.
First National Trust sold 16,419 Apollo Global Management shares in Q3 2026, an estimated $2.08M.
Apollo Global Management made up 0.03% of First National Trust's portfolio in Q3 2026, its #240 holding.
First National Trust first reported a position in Apollo Global Management in Q1 2025 and has held it in 7 quarters since.
First National Trust's Apollo Global Management position peaked at $3.86M in Q4 2025.
621 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on First National Trust's 13F filing for Q3 2026, filed 28 Oct 2026.