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BFC Planning, Inc.’s Apollo Global Management APO Stock Holding History

BFC Planning, Inc.’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
Q2 		$64.9K Sell
548
-6,993
-93% -$879K ﹤0.01% 1427
2026
Q1 		$840K Sell
7,541
-165
-2% -$20.5K 0.04% 414
2025
Q4 		$1.12M Buy
7,706
+70
+0.9% +$9.3K 0.05% 343
2025
Q3 		$1.02M Sell
7,636
-2,595
-25% -$367K 0.07% 230
2025
Q2 		$1.45M Buy
10,231
+525
+5% +$69.6K 0.11% 168
2025
Q1 		$1.33M Sell
9,706
-100
-1% -$15.4K 0.12% 169
2024
Q4 		$1.62M Buy
+9,806
New +$1.55M 0.13% 136

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
National Philanthropic Trust
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

BFC Planning, Inc.'s APO Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Apollo Global Management (APO) stake by 93% in Q2 2026, selling an estimated $879K and leaving 548 shares worth $64.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

BFC Planning, Inc. first reported a position in APO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.62M in Q4 2024. 1,188 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • BFC Planning, Inc. held 548 shares of Apollo Global Management worth $64.9K as of Q2 2026.
  • BFC Planning, Inc. sold 6,993 Apollo Global Management shares in Q2 2026, an estimated $879K.
  • Apollo Global Management made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1427 holding.
  • BFC Planning, Inc. first reported a position in Apollo Global Management in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Apollo Global Management position peaked at $1.62M in Q4 2024.
  • 1,188 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.