Larson Financial Group
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Larson Financial Group’s Apollo Global Management APO Stock Holding History

Larson Financial Group’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 		$440K Buy
3,787
+45
+1% +$5.71K 0.01% 644
2026
Q2 		$443K Buy
3,742
+146
+4% +$18.4K 0.01% 595
2026
Q1 		$401K Buy
3,596
+235
+7% +$29.1K 0.01% 545
2025
Q4 		$487K Sell
3,361
-3
-0.1% -$398 0.02% 469
2025
Q3 		$448K Buy
3,364
+317
+10% +$44.9K 0.02% 494
2025
Q2 		$432K Buy
3,047
+82
+3% +$10.9K 0.02% 468
2025
Q1 		$406K Sell
2,965
-760
-20% -$117K 0.02% 450
2024
Q4 		$615K Buy
3,725
+37
+1% +$5.86K 0.03% 309
2024
Q3 		$461K Sell
3,688
-991
-21% -$114K 0.03% 354
2024
Q2 		$552K Sell
4,679
-4
-0.1% -$454 0.04% 256
2024
Q1 		$527K Sell
4,683
-353
-7% -$37.3K 0.04% 237
2023
Q4 		$469K Sell
5,036
-58
-1% -$5.12K 0.04% 230
2023
Q3 		$457K Sell
5,094
-1,900
-27% -$160K 0.05% 205
2023
Q2 		$537K Buy
6,994
+4,092
+141% +$274K 0.05% 189
2023
Q1 		$183K Hold
2,902
– – 0.02% 321
2022
Q4 		$185K Sell
2,902
-1,121
-28% -$66.6K 0.02% 315
2022
Q3 		$187K Buy
+4,023
New +$221K 0.03% 274

Other funds holding APO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Larson Financial Group's APO Position: Q3 2026 in Review

Larson Financial Group increased its Apollo Global Management (APO) stake by 1.2% in Q3 2026, buying an estimated $5.71K and bringing the position to 3,787 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #644.

Larson Financial Group first reported a position in APO in Q3 2022 and has held it in 17 quarters since. The position peaked at $615K in Q4 2024. 691 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • Larson Financial Group held 3,787 shares of Apollo Global Management worth $440K as of Q3 2026.
  • Larson Financial Group bought 45 Apollo Global Management shares in Q3 2026, an estimated $5.71K.
  • Apollo Global Management made up 0.01% of Larson Financial Group's portfolio in Q3 2026, its #644 holding.
  • Larson Financial Group first reported a position in Apollo Global Management in Q3 2022 and has held it in 17 quarters since.
  • Larson Financial Group's Apollo Global Management position peaked at $615K in Q4 2024.
  • 691 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.