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

Independent 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
2026
Q2 		$1.31M Buy
11,101
+2,770
+33% +$348K 0.02% 588
2026
Q1 		$928K Sell
8,331
-945
-10% -$117K 0.02% 655
2025
Q4 		$1.34M Sell
9,276
-713
-7% -$94.7K 0.03% 523
2025
Q3 		$1.33M Sell
9,989
-5,223
-34% -$739K 0.03% 519
2025
Q2 		$2.16M Buy
15,212
+9,048
+147% +$1.2M 0.06% 317
2025
Q1 		$844K Sell
6,164
-41,988
-87% -$6.46M 0.03% 528
2024
Q4 		$7.95M Buy
48,152
+43,098
+853% +$6.83M 0.26% 65
2024
Q3 		$631K Buy
5,054
+756
+18% +$87.3K 0.02% 579
2024
Q2 		$507K Sell
4,298
-6
-0.1% -$681 0.02% 601
2024
Q1 		$484K Hold
4,304
– – 0.02% 595
2023
Q4 		$401K Hold
4,304
– – 0.02% 624
2023
Q3 		$386K Buy
4,304
+850
+25% +$71.4K 0.03% 569
2023
Q2 		$265K Sell
3,454
-300
-8% -$20.1K 0.02% 690
2023
Q1 		$237K Sell
3,754
-328
-8% -$22K 0.02% 710
2022
Q4 		$260K Buy
+4,082
New +$242K 0.02% 610
2022
Q2 		– Sell
-4,839
Closed -$300K – 719
2022
Q1 		$300K Buy
+4,839
New +$318K 0.02% 596

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 $2.3T AUM 54.33% 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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Independent Financial Group's APO Position: Q2 2026 in Review

Independent Financial Group increased its Apollo Global Management (APO) stake by 33% in Q2 2026, buying an estimated $348K and bringing the position to 11,101 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #588.

Independent Financial Group first reported a position in APO in Q1 2022 and has held it in 16 quarters since. The position peaked at $7.95M in Q4 2024. 1,176 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Independent Financial Group held 11,101 shares of Apollo Global Management worth $1.31M as of Q2 2026.
  • Independent Financial Group bought 2,770 Apollo Global Management shares in Q2 2026, an estimated $348K.
  • Apollo Global Management made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #588 holding.
  • Independent Financial Group first reported a position in Apollo Global Management in Q1 2022 and has held it in 16 quarters since.
  • Independent Financial Group's Apollo Global Management position peaked at $7.95M in Q4 2024.
  • 1,176 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.