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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
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% +$9.84K ﹤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

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

JFS Wealth Advisors's APO Position: Q2 2026 in Review

JFS Wealth Advisors increased its Apollo Global Management (APO) stake by 2.3% in Q2 2026, buying an estimated $629 and bringing the position to 222 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

JFS Wealth Advisors first reported a position in APO in Q4 2021 and has held it in 19 quarters since. The position peaked at $64.2K in Q3 2025. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • JFS Wealth Advisors held 222 shares of Apollo Global Management worth $26.3K as of Q2 2026.
  • JFS Wealth Advisors bought 5 Apollo Global Management shares in Q2 2026, an estimated $629.
  • Apollo Global Management made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #698 holding.
  • JFS Wealth Advisors first reported a position in Apollo Global Management in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Apollo Global Management position peaked at $64.2K in Q3 2025.
  • 286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.