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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
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.