IFG
ARI

Independent Financial Group’s Apollo Commercial Real Estate ARI Stock Holding History

Independent Financial Group’s Portfolio ARI Stock Details ARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$112K Sell
10,500
-1,150
-10% -$12.5K ﹤0.01% 1515
2026
Q1 		$123K Sell
11,650
-400
-3% -$4.16K ﹤0.01% 1412
2025
Q4 		$117K Buy
12,050
+500
+4% +$5K ﹤0.01% 1377
2025
Q3 		$117K Sell
11,550
-2,300
-17% -$23.4K ﹤0.01% 1329
2025
Q2 		$134K Sell
13,850
-13,900
-50% -$131K ﹤0.01% 1255
2025
Q1 		$266K Sell
27,750
-803
-3% -$7.62K 0.01% 978
2024
Q4 		$247K Sell
28,553
-24,950
-47% -$224K 0.01% 977
2024
Q3 		$492K Sell
53,503
-1,716
-3% -$17.5K 0.02% 660
2024
Q2 		$541K Sell
55,219
-16,656
-23% -$172K 0.02% 581
2024
Q1 		$801K Sell
71,875
-2,345
-3% -$26.3K 0.04% 439
2023
Q4 		$871K Buy
74,220
+495
+0.7% +$5.3K 0.05% 398
2023
Q3 		$747K Sell
73,725
-6,800
-8% -$74K 0.05% 395
2023
Q2 		$912K Sell
80,525
-800
-1% -$8.07K 0.06% 331
2023
Q1 		$757K Hold
81,325
– – 0.06% 352
2022
Q4 		$875K Sell
81,325
-2,700
-3% -$29.5K 0.08% 266
2022
Q3 		$697K Buy
84,025
+2,500
+3% +$28.7K 0.06% 311
2022
Q2 		$851K Buy
81,525
+11,900
+17% +$146K 0.09% 258
2022
Q1 		$970K Buy
69,625
+58,294
+514% +$785K 0.08% 265
2021
Q4 		$149K Buy
11,331
+450
+4% +$6.5K 0.01% 748
2021
Q3 		$161K Buy
10,881
+260
+2% +$3.98K 0.02% 686
2021
Q2 		$169K Hold
10,621
– – 0.02% 684
2021
Q1 		$148K Sell
10,621
-1,050
-9% -$13.5K 0.02% 614
2020
Q4 		$130K Sell
11,671
-3,075
-21% -$31.5K 0.02% 537
2020
Q3 		$133K Sell
14,746
-740
-5% -$6.81K 0.03% 481
2020
Q2 		$152K Sell
15,486
-3,679
-19% -$31.2K 0.03% 442
2020
Q1 		$142K Buy
+19,165
New +$299K 0.04% 361

Other funds holding ARI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

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

Independent Financial Group reduced its Apollo Commercial Real Estate (ARI) stake by 9.9% in Q2 2026, selling an estimated $12.5K and leaving 10,500 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1515.

Independent Financial Group first reported a position in ARI in Q1 2020 and has held it in 26 quarters since. The position peaked at $970K in Q1 2022. 284 funds tracked by Wall St. Rank hold ARI as of Q2 2026.

  • Independent Financial Group held 10,500 shares of Apollo Commercial Real Estate worth $112K as of Q2 2026.
  • Independent Financial Group sold 1,150 Apollo Commercial Real Estate shares in Q2 2026, an estimated $12.5K.
  • Apollo Commercial Real Estate made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1515 holding.
  • Independent Financial Group first reported a position in Apollo Commercial Real Estate in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Apollo Commercial Real Estate position peaked at $970K in Q1 2022.
  • 284 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2026.

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