LFS
ARI

Legacy Financial Strategies’s Apollo Commercial Real Estate ARI Stock Holding History

Legacy Financial Strategies’s Portfolio ARI Stock Details ARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$109K Hold
10,200
– – 0.02% 150
2026
Q1 		$108K Sell
10,200
-1,500
-13% -$15.6K 0.02% 139
2025
Q4 		$113K Hold
11,700
– – 0.02% 137
2025
Q3 		$119K Hold
11,700
– – 0.02% 133
2025
Q2 		$113K Hold
11,700
– – 0.02% 125
2025
Q1 		$112K Hold
11,700
– – 0.02% 118
2024
Q4 		$103K Hold
11,700
– – 0.02% 118
2024
Q3 		$108K Hold
11,700
– – 0.02% 114
2024
Q2 		$114K Hold
11,700
– – 0.03% 97
2024
Q1 		$130K Hold
11,700
– – 0.03% 89
2023
Q4 		$137K Hold
11,700
– – 0.04% 80
2023
Q3 		$123K Buy
11,700
+30
+0.3% +$327 0.04% 72
2023
Q2 		$132K Buy
+11,670
New +$118K 0.04% 77

Other funds holding ARI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Legacy Financial Strategies's ARI Position: Q2 2026 in Review

Legacy Financial Strategies held its Apollo Commercial Real Estate (ARI) position steady in Q2 2026 at 10,200 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #150.

Legacy Financial Strategies first reported a position in ARI in Q2 2023 and has held it in 13 quarters since. The position peaked at $137K in Q4 2023. 284 funds tracked by Wall St. Rank hold ARI as of Q2 2026.

  • Legacy Financial Strategies held 10,200 shares of Apollo Commercial Real Estate worth $109K as of Q2 2026.
  • Legacy Financial Strategies left its Apollo Commercial Real Estate share count unchanged in Q2 2026.
  • Apollo Commercial Real Estate made up 0.02% of Legacy Financial Strategies's portfolio in Q2 2026, its #150 holding.
  • Legacy Financial Strategies first reported a position in Apollo Commercial Real Estate in Q2 2023 and has held it in 13 quarters since.
  • Legacy Financial Strategies's Apollo Commercial Real Estate position peaked at $137K in Q4 2023.
  • 284 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.