JFG
APO icon

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
2025
Q1 		– Sell
-25,000
Closed -$4.13M – 1600
2024
Q4 		$4.13M Buy
+25,000
New +$3.96M 0.02% 429

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Jefferies Financial Group's APO Position: Q2 2026 in Review

Jefferies Financial Group reduced its Apollo Global Management (APO) stake by 66% in Q2 2026, selling an estimated $3.09M and leaving 12,612 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #801.

Jefferies Financial Group first reported a position in APO in Q1 2023 and has held it in 11 quarters since. The position peaked at $4.86M in Q4 2023. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Jefferies Financial Group held 12,612 shares of Apollo Global Management worth $1.49M as of Q2 2026.
  • Jefferies Financial Group sold 24,560 Apollo Global Management shares in Q2 2026, an estimated $3.09M.
  • Apollo Global Management made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #801 holding.
  • Jefferies Financial Group first reported a position in Apollo Global Management in Q1 2023 and has held it in 11 quarters since.
  • Jefferies Financial Group's Apollo Global Management position peaked at $4.86M in Q4 2023.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.