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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
Q3 		– Sell
-10,500
Closed -$112K – 1583
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

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SFL
Scheeler Financial LLC West Chester, Ohio $132M AUM
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
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Independent Financial Group's ARI Position: Q3 2026 in Review

Independent Financial Group sold out of Apollo Commercial Real Estate (ARI) in Q3 2026, closing a stake of 10,500 shares — an estimated $112K sold.

Independent Financial Group first reported a position in ARI in Q1 2020 and held it in 26 quarters. The position peaked at $970K in Q1 2022. 8 funds tracked by Wall St. Rank hold ARI as of Q3 2026.

  • Independent Financial Group reported no remaining Apollo Commercial Real Estate position as of Q3 2026 after selling out during the quarter.
  • Independent Financial Group sold 10,500 Apollo Commercial Real Estate shares in Q3 2026, an estimated $112K.
  • Independent Financial Group first reported a position in Apollo Commercial Real Estate in Q1 2020 and held it in 26 quarters.
  • Independent Financial Group's Apollo Commercial Real Estate position peaked at $970K in Q1 2022.
  • 8 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.