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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
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

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

Key Financial Inc's APO Position: Q1 2026 in Review

Key Financial Inc increased its Apollo Global Management (APO) stake by 0.21% in Q1 2026, buying an estimated $248 and bringing the position to 963 shares worth $107K. The position accounts for 0.02% of the portfolio, ranked #397.

Key Financial Inc first reported a position in APO in Q2 2025 and has held it in 4 quarters since. The position peaked at $272K in Q2 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Key Financial Inc held 963 shares of Apollo Global Management worth $107K as of Q1 2026.
  • Key Financial Inc bought 2 Apollo Global Management shares in Q1 2026, an estimated $248.
  • Apollo Global Management made up 0.02% of Key Financial Inc's portfolio in Q1 2026, its #397 holding.
  • Key Financial Inc first reported a position in Apollo Global Management in Q2 2025 and has held it in 4 quarters since.
  • Key Financial Inc's Apollo Global Management position peaked at $272K in Q2 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.