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Jacobi Capital Management’s Apollo Global Management APO Stock Holding History

Jacobi Capital Management’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 		$456K Sell
3,856
-35
-0.9% -$4.4K 0.02% 467
2026
Q1 		$434K Buy
3,891
+1,545
+66% +$192K 0.02% 441
2025
Q4 		$340K Buy
+2,346
New +$312K 0.02% 492

Other funds holding APO

CS
CapitalatWork SA Auderghem $3.99B AUM
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
OCP
OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SS
Spinecap SAS Paris, France $335M AUM 16.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Jacobi Capital Management's APO Position: Q2 2026 in Review

Jacobi Capital Management reduced its Apollo Global Management (APO) stake by 0.9% in Q2 2026, selling an estimated $4.4K and leaving 3,856 shares worth $456K. The position accounts for 0.02% of the portfolio, ranked #467.

Jacobi Capital Management first reported a position in APO in Q4 2025 and has held it in 3 quarters since. 442 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Jacobi Capital Management held 3,856 shares of Apollo Global Management worth $456K as of Q2 2026.
  • Jacobi Capital Management sold 35 Apollo Global Management shares in Q2 2026, an estimated $4.4K.
  • Apollo Global Management made up 0.02% of Jacobi Capital Management's portfolio in Q2 2026, its #467 holding.
  • Jacobi Capital Management first reported a position in Apollo Global Management in Q4 2025 and has held it in 3 quarters since.
  • 442 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.