JFS Wealth Advisors
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JFS Wealth Advisors’s Apollo Global Management APO Stock Holding History

JFS Wealth Advisors’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 		$27.3K Buy
235
+13
+6% +$1.65K ﹤0.01% 671
2026
Q2 		$26.3K Buy
222
+5
+2% +$629 ﹤0.01% 698
2026
Q1 		$24.2K Sell
217
-21
-9% -$2.6K ﹤0.01% 691
2025
Q4 		$34.5K Sell
238
-244
-51% -$32.4K ﹤0.01% 612
2025
Q3 		$64.2K Buy
482
+315
+189% +$44.6K ﹤0.01% 468
2025
Q2 		$23.7K Sell
167
-55
-25% -$7.29K ﹤0.01% 621
2025
Q1 		$30.4K Buy
222
+55
+33% +$8.46K ﹤0.01% 568
2024
Q4 		$27.6K Hold
167
– – ﹤0.01% 569
2024
Q3 		$20.9K Buy
167
+4
+2% +$462 ﹤0.01% 631
2024
Q2 		$19.2K Sell
163
-21
-11% -$2.38K ﹤0.01% 611
2024
Q1 		$20.7K Sell
184
-6
-3% -$633 ﹤0.01% 620
2023
Q4 		$17.7K Buy
190
+28
+17% +$2.47K ﹤0.01% 612
2023
Q3 		$14.5K Hold
162
– – ﹤0.01% 617
2023
Q2 		$12.4K Sell
162
-20
-11% -$1.34K ﹤0.01% 665
2023
Q1 		$11.5K Buy
182
+147
+420% +$9.8K ﹤0.01% 671
2022
Q4 		$2.23K Buy
35
+6
+21% +$356 ﹤0.01% 1333
2022
Q3 		$1K Sell
29
-27
-48% -$1.48K ﹤0.01% 1470
2022
Q2 		$3K Hold
56
– – ﹤0.01% 1144
2022
Q1 		$3K Buy
56
+48
+600% +$3.16K ﹤0.01% 1203
2021
Q4 		$1K Buy
+8
New +$577 ﹤0.01% 1243

Other funds holding APO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
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
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

JFS Wealth Advisors's APO Position: Q3 2026 in Review

JFS Wealth Advisors increased its Apollo Global Management (APO) stake by 5.9% in Q3 2026, buying an estimated $1.65K and bringing the position to 235 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

JFS Wealth Advisors first reported a position in APO in Q4 2021 and has held it in 20 quarters since. The position peaked at $64.2K in Q3 2025. 691 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • JFS Wealth Advisors held 235 shares of Apollo Global Management worth $27.3K as of Q3 2026.
  • JFS Wealth Advisors bought 13 Apollo Global Management shares in Q3 2026, an estimated $1.65K.
  • Apollo Global Management made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #671 holding.
  • JFS Wealth Advisors first reported a position in Apollo Global Management in Q4 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's Apollo Global Management position peaked at $64.2K in Q3 2025.
  • 691 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.