LifeSteps Financial’s Apollo Global Management APO Stock Holding History

LifeSteps Financial’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 Q2	$4.73K	Buy	+40	New	+$5.03K	﹤0.01%	547

Other funds holding APO

CapitalatWork SA Auderghem $3.99B AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

OCP

OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Spinecap SAS Paris, France $335M AUM 16.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

LifeSteps Financial's APO Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Apollo Global Management (APO) in Q2 2026: 40 shares worth $4.73K. The stake represents ﹤0.01% of the portfolio and ranks #547 among its holdings.

414 funds tracked by Wall St. Rank hold APO as of Q2 2026.

LifeSteps Financial held 40 shares of Apollo Global Management worth $4.73K as of Q2 2026.
Apollo Global Management was a new LifeSteps Financial position in Q2 2026.
Apollo Global Management made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #547 holding.
414 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.