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

Jefferies 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
Q3 		$7.91M Buy
68,147
+55,535
+440% +$7.05M 0.06% 227
2026
Q2 		$1.49M Sell
12,612
-24,560
-66% -$3.09M 0.01% 801
2026
Q1 		$4.14M Buy
37,172
+13,115
+55% +$1.63M 0.03% 390
2025
Q4 		$3.48M Buy
24,057
+11,313
+89% +$1.5M 0.02% 587
2025
Q3 		$1.7M Buy
12,744
+4,928
+63% +$698K 0.01% 701
2025
Q2 		$1.11M Buy
7,816
+1,588
+25% +$211K 0.01% 706
2025
Q1 		$853K Buy
+6,228
New +$958K 0.01% 862
2024
Q4 		– Sell
-32,251
Closed -$5.11M – 1581
2024
Q3 		$4.03M Buy
+32,251
New +$3.72M 0.03% 370
2024
Q2 		– Sell
-9,140
Closed -$1.03M – 1399
2024
Q1 		$1.03M Sell
9,140
-43,058
-82% -$4.54M 0.01% 818
2023
Q4 		$4.86M Buy
52,198
+29,393
+129% +$2.6M 0.03% 414
2023
Q3 		$2.05M Buy
+22,805
New +$1.92M 0.02% 623
2023
Q2 		– Sell
-12,443
Closed -$786K – 1654
2023
Q1 		$786K Buy
+12,443
New +$833K 0.01% 971

Other funds holding APO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Jefferies Financial Group's APO Position: Q3 2026 in Review

Jefferies Financial Group increased its Apollo Global Management (APO) stake by 440% in Q3 2026, buying an estimated $7.05M and bringing the position to 68,147 shares worth $7.91M. The position accounts for 0.06% of the portfolio, ranked #227.

Jefferies Financial Group first reported a position in APO in Q1 2023 and has held it in 12 quarters since. 716 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • Jefferies Financial Group held 68,147 shares of Apollo Global Management worth $7.91M as of Q3 2026.
  • Jefferies Financial Group bought 55,535 Apollo Global Management shares in Q3 2026, an estimated $7.05M.
  • Apollo Global Management made up 0.06% of Jefferies Financial Group's portfolio in Q3 2026, its #227 holding.
  • Jefferies Financial Group first reported a position in Apollo Global Management in Q1 2023 and has held it in 12 quarters since.
  • 716 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.