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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return