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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Jefferies Financial Group's APO Position: Q1 2026 in Review

Jefferies Financial Group increased its Apollo Global Management (APO) stake by 55% in Q1 2026, buying an estimated $1.63M and bringing the position to 37,172 shares worth $4.14M. The position accounts for 0.03% of the portfolio, ranked #390.

Jefferies Financial Group first reported a position in APO in Q1 2023 and has held it in 10 quarters since. The position peaked at $4.86M in Q4 2023. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Jefferies Financial Group held 37,172 shares of Apollo Global Management worth $4.14M as of Q1 2026.
Jefferies Financial Group bought 13,115 Apollo Global Management shares in Q1 2026, an estimated $1.63M.
Apollo Global Management made up 0.03% of Jefferies Financial Group's portfolio in Q1 2026, its #390 holding.
Jefferies Financial Group first reported a position in Apollo Global Management in Q1 2023 and has held it in 10 quarters since.
Jefferies Financial Group's Apollo Global Management position peaked at $4.86M in Q4 2023.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.