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

Grove 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
2026
Q3 		$10.7K Hold
92
– – ﹤0.01% 642
2026
Q2 		$10.9K Sell
92
-2
-2% -$251 ﹤0.01% 636
2026
Q1 		$10.5K Buy
94
+2
+2% +$248 ﹤0.01% 623
2025
Q4 		$13.3K Sell
92
-8
-8% -$1.06K ﹤0.01% 598
2025
Q3 		$13.3K Hold
100
– – ﹤0.01% 568
2025
Q2 		$14.2K Buy
100
+8
+9% +$1.06K ﹤0.01% 570
2025
Q1 		$12.6K Hold
92
– – ﹤0.01% 576
2024
Q4 		$15.2K Hold
92
– – ﹤0.01% 496
2024
Q3 		$11.5K Hold
92
– – ﹤0.01% 485
2024
Q2 		$10.9K Hold
92
– – ﹤0.01% 472
2024
Q1 		$10.3K Hold
92
– – ﹤0.01% 496
2023
Q4 		$8.57K Hold
92
– – ﹤0.01% 503
2023
Q3 		$8.26K Hold
92
– – ﹤0.01% 537
2023
Q2 		$7.07K Hold
92
– – ﹤0.01% 528
2023
Q1 		$5.81K Buy
+92
New +$6.16K ﹤0.01% 554

Other funds holding APO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Grove Bank & Trust's APO Position: Q3 2026 in Review

Grove Bank & Trust held its Apollo Global Management (APO) position steady in Q3 2026 at 92 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Grove Bank & Trust first reported a position in APO in Q1 2023 and has held it in 15 quarters since. The position peaked at $15.2K in Q4 2024. 43 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • Grove Bank & Trust held 92 shares of Apollo Global Management worth $10.7K as of Q3 2026.
  • Grove Bank & Trust left its Apollo Global Management share count unchanged in Q3 2026.
  • Apollo Global Management made up ﹤0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #642 holding.
  • Grove Bank & Trust first reported a position in Apollo Global Management in Q1 2023 and has held it in 15 quarters since.
  • Grove Bank & Trust's Apollo Global Management position peaked at $15.2K in Q4 2024.
  • 43 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.