Johnson Financial Group Inc (Wisconsin)’s Apollo Global Management APO Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$205K	Sell	1,732 -624	-26%	-$78.5K	0.01%	308
2026 Q1	$263K	Sell	2,356 -292	-11%	-$36.2K	0.01%	284
2025 Q4	$383K	Sell	2,648 -491	-16%	-$65.2K	0.01%	258
2025 Q3	$418K	Sell	3,139 -287	-8%	-$40.6K	0.02%	266
2025 Q2	$486K	Buy	3,426 +341	+11%	+$45.2K	0.02%	218
2025 Q1	$422K	Sell	3,085 -41	-1%	-$6.3K	0.02%	243
2024 Q4	$534K	Buy	3,126 +543	+21%	+$86K	0.03%	206
2024 Q3	$323K	Sell	2,583 -23	-0.9%	-$2.65K	0.01%	285
2024 Q2	$308K	Buy	2,606 +1,306	+100%	+$148K	0.01%	268
2024 Q1	$146K	Hold	1,300	–	–	0.01%	325
2023 Q4	$121K	Hold	1,300	–	–	0.01%	352
2023 Q3	$117K	Buy	+1,300	New	+$109K	0.01%	296

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

Johnson Financial Group Inc (Wisconsin)'s APO Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its Apollo Global Management (APO) stake by 26% in Q2 2026, selling an estimated $78.5K and leaving 1,732 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #308.

Johnson Financial Group Inc (Wisconsin) first reported a position in APO in Q3 2023 and has held it in 12 quarters since. The position peaked at $534K in Q4 2024. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 1,732 shares of Apollo Global Management worth $205K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) sold 624 Apollo Global Management shares in Q2 2026, an estimated $78.5K.
Apollo Global Management made up 0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #308 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in Apollo Global Management in Q3 2023 and has held it in 12 quarters since.
Johnson Financial Group Inc (Wisconsin)'s Apollo Global Management position peaked at $534K in Q4 2024.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.