Key Financial Inc’s Apollo Global Management APO Stock Holding History

Key Financial Inc’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	$114K	Buy	980 +13	+1%	+$1.65K	0.02%	391
2026 Q2	$114K	Buy	967 +4	+0.4%	+$503	0.02%	395
2026 Q1	$107K	Buy	963 +2	+0.2%	+$248	0.02%	397
2025 Q4	$139K	Sell	961 -963	-50%	-$128K	0.03%	342
2025 Q3	$250K	Buy	1,924 +9	+0.5%	+$1.27K	0.05%	256
2025 Q2	$272K	Buy	+1,915	New	+$254K	0.05%	237

Other funds holding APO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Key Financial Inc's APO Position: Q3 2026 in Review

Key Financial Inc increased its Apollo Global Management (APO) stake by 1.3% in Q3 2026, buying an estimated $1.65K and bringing the position to 980 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #391.

Key Financial Inc first reported a position in APO in Q2 2025 and has held it in 6 quarters since. The position peaked at $272K in Q2 2025. 621 funds tracked by Wall St. Rank hold APO as of Q3 2026.

Key Financial Inc held 980 shares of Apollo Global Management worth $114K as of Q3 2026.
Key Financial Inc bought 13 Apollo Global Management shares in Q3 2026, an estimated $1.65K.
Apollo Global Management made up 0.02% of Key Financial Inc's portfolio in Q3 2026, its #391 holding.
Key Financial Inc first reported a position in Apollo Global Management in Q2 2025 and has held it in 6 quarters since.
Key Financial Inc's Apollo Global Management position peaked at $272K in Q2 2025.
621 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.