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 Q2	$71K	Buy	+600	New	+$75.4K	﹤0.01%	1561
2026 Q1	–	Sell	-30,000	Closed	-$4.34M	–	1719
2025 Q4	$4.34M	Hold	30,000	–	–	0.02%	531
2025 Q3	$4M	Buy	30,000 +10,000	+50%	+$1.42M	0.02%	436
2025 Q2	$2.84M	Buy	20,000 +9,000	+82%	+$1.19M	0.02%	441
2025 Q1	$1.51M	Buy	+11,000	New	+$1.69M	0.01%	659

Other funds holding APO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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.