Mackenzie Financial
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Mackenzie Financial’s Apollo Global Management APO Stock Holding History

Mackenzie 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 		$5.91M Sell
49,981
-957
-2% -$120K 0.01% 789
2026
Q1 		$5.68M Buy
50,938
+4,673
+10% +$579K 0.01% 634
2025
Q4 		$6.74M Sell
46,265
-138,739
-75% -$18.4M 0.01% 584
2025
Q3 		$24.7M Sell
185,004
-2,776
-1% -$393K 0.03% 348
2025
Q2 		$26.6M Buy
187,780
+1,869
+1% +$248K 0.03% 319
2025
Q1 		$25.5M Buy
185,911
+3,864
+2% +$594K 0.04% 307
2024
Q4 		$30.1M Buy
182,047
+8,239
+5% +$1.31M 0.04% 281
2024
Q3 		$21.7M Sell
173,808
-5,060
-3% -$584K 0.03% 330
2024
Q2 		$21.1M Buy
178,868
+7,679
+4% +$871K 0.03% 328
2024
Q1 		$19.3M Sell
171,189
-8,762
-5% -$925K 0.03% 343
2023
Q4 		$16.8M Buy
179,951
+41
+0% +$3.62K 0.03% 361
2023
Q3 		$15.6M Sell
179,910
-15,518
-8% -$1.3M 0.03% 363
2023
Q2 		$15.1M Buy
195,428
+6,410
+3% +$429K 0.02% 383
2023
Q1 		$11.9M Buy
189,018
+6,235
+3% +$418K 0.02% 416
2022
Q4 		$11.7M Sell
182,783
-3,928
-2% -$233K 0.02% 386
2022
Q3 		$8.68M Sell
186,711
-93,661
-33% -$5.14M 0.01% 439
2022
Q2 		$13.6M Sell
280,372
-49,157
-15% -$2.67M 0.02% 388
2022
Q1 		$20.4M Buy
329,529
+66,334
+25% +$4.36M 0.03% 350
2021
Q4 		$19.1M Buy
263,195
+82,506
+46% +$5.95M 0.03% 378
2021
Q3 		$11.1M Buy
180,689
+9,000
+5% +$541K 0.02% 447
2021
Q2 		$10.7M Buy
+171,689
New +$9.52M 0.01% 443
2021
Q1 		– Sell
-157,239
Closed -$7.65M – 1122
2020
Q4 		$7.7M Buy
157,239
+6,236
+4% +$278K 0.02% 381
2020
Q3 		$6.76M Buy
151,003
+21,791
+17% +$1.05M 0.02% 358
2020
Q2 		$6.45M Buy
129,212
+15,712
+14% +$689K 0.02% 359
2020
Q1 		$3.8M Buy
113,500
+49,913
+78% +$2.14M 0.01% 376
2019
Q4 		$3.03M Buy
+63,587
New +$2.71M 0.01% 540

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Mackenzie Financial's APO Position: Q2 2026 in Review

Mackenzie Financial reduced its Apollo Global Management (APO) stake by 1.9% in Q2 2026, selling an estimated $120K and leaving 49,981 shares worth $5.91M. The position accounts for 0.01% of the portfolio, ranked #789.

Mackenzie Financial first reported a position in APO in Q4 2019 and has held it in 26 quarters since. The position peaked at $30.1M in Q4 2024. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Mackenzie Financial held 49,981 shares of Apollo Global Management worth $5.91M as of Q2 2026.
  • Mackenzie Financial sold 957 Apollo Global Management shares in Q2 2026, an estimated $120K.
  • Apollo Global Management made up 0.01% of Mackenzie Financial's portfolio in Q2 2026, its #789 holding.
  • Mackenzie Financial first reported a position in Apollo Global Management in Q4 2019 and has held it in 26 quarters since.
  • Mackenzie Financial's Apollo Global Management position peaked at $30.1M in Q4 2024.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.