JNBA Financial Advisors’s Apollo Global Management APO Stock Holding History

JNBA Financial 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 Q1	–	Sell	-25	Closed	-$3.62K	–	824
2025 Q4	$3.62K	Buy	+25	New	+$3.32K	﹤0.01%	615
2017 Q1	–	Sell	-175	Closed	-$3K	–	463
2016 Q4	$3K	Sell	175 -863	-83%	-$16.3K	﹤0.01%	431
2016 Q3	$19K	Buy	1,038 +863	+493%	+$15.1K	﹤0.01%	832
2016 Q2	$3K	Hold	175	–	–	﹤0.01%	440
2016 Q1	$3K	Hold	175	–	–	﹤0.01%	457
2015 Q4	$3K	Hold	175	–	–	﹤0.01%	444
2015 Q3	$3K	Hold	175	–	–	﹤0.01%	442
2015 Q2	$4K	Hold	175	–	–	﹤0.01%	425
2015 Q1	$4K	Hold	175	–	–	﹤0.01%	437
2014 Q4	$4K	Sell	175 -75	-30%	-$1.73K	﹤0.01%	436
2014 Q3	$6K	Hold	250	–	–	﹤0.01%	420
2014 Q2	$7K	Hold	250	–	–	﹤0.01%	382
2014 Q1	$8K	Hold	250	–	–	﹤0.01%	345
2013 Q4	$8K	Hold	250	–	–	﹤0.01%	330
2013 Q3	$7K	Buy	+250	New	+$6.71K	﹤0.01%	331

Other funds holding APO

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JNBA Financial Advisors's APO Position: Q1 2026 in Review

JNBA Financial Advisors sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 25 shares — an estimated $3.62K sold.

JNBA Financial Advisors first reported a position in APO in Q3 2013 and held it in 15 quarters. The position peaked at $19K in Q3 2016. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

JNBA Financial Advisors reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
JNBA Financial Advisors sold 25 Apollo Global Management shares in Q1 2026, an estimated $3.62K.
JNBA Financial Advisors first reported a position in Apollo Global Management in Q3 2013 and held it in 15 quarters.
JNBA Financial Advisors's Apollo Global Management position peaked at $19K in Q3 2016.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.