Jones Financial Companies
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Jones Financial Companies’s Apollo Global Management APO Stock Holding History

Jones Financial Companies’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 		$11.3M Buy
103,917
+87,677
+540% +$10.9M 0.01% 781
2025
Q4 		$2.35M Buy
16,240
+1,054
+7% +$140K ﹤0.01% 882
2025
Q3 		$2.09M Buy
15,186
+2,387
+19% +$338K ﹤0.01% 837
2025
Q2 		$1.83M Buy
12,799
+1,525
+14% +$202K ﹤0.01% 784
2025
Q1 		$1.54M Buy
11,274
+2,105
+23% +$324K ﹤0.01% 729
2024
Q4 		$1.51M Buy
9,169
+5,863
+177% +$929K ﹤0.01% 633
2024
Q3 		$416K Buy
3,306
+2,488
+304% +$287K ﹤0.01% 886
2024
Q2 		$96.6K Sell
818
-377
-32% -$42.8K ﹤0.01% 1060
2024
Q1 		$134K Buy
1,195
+1,183
+9,858% +$125K ﹤0.01% 532
2023
Q4 		$1.12K Buy
12
+3
+33% +$265 ﹤0.01% 955
2023
Q3 		$808 Buy
+9
New +$757 ﹤0.01% 648
2023
Q2 		– Sell
-80
Closed -$5.05K – 533
2023
Q1 		$5.05K Buy
80
+75
+1,500% +$5.02K ﹤0.01% 518
2022
Q4 		$0 Buy
+5
New +$297 ﹤0.01% 730
2022
Q3 		– Sell
-204
Closed -$10K – 536
2022
Q2 		$10K Buy
+204
New +$11.1K ﹤0.01% 471

Other funds holding APO

BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Jones Financial Companies's APO Position: Q1 2026 in Review

Jones Financial Companies increased its Apollo Global Management (APO) stake by 540% in Q1 2026, buying an estimated $10.9M and bringing the position to 103,917 shares worth $11.3M. The position accounts for 0.01% of the portfolio, ranked #781.

Jones Financial Companies first reported a position in APO in Q2 2022 and has held it in 14 quarters since. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Jones Financial Companies held 103,917 shares of Apollo Global Management worth $11.3M as of Q1 2026.
  • Jones Financial Companies bought 87,677 Apollo Global Management shares in Q1 2026, an estimated $10.9M.
  • Apollo Global Management made up 0.01% of Jones Financial Companies's portfolio in Q1 2026, its #781 holding.
  • Jones Financial Companies first reported a position in Apollo Global Management in Q2 2022 and has held it in 14 quarters since.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.