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
Q3 		$6.19M Buy
53,368
+3,387
+7% +$430K 0.01% 775
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% 389
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 +$9.5M 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

Mackenzie Financial's APO Position: Q3 2026 in Review

Mackenzie Financial increased its Apollo Global Management (APO) stake by 6.8% in Q3 2026, buying an estimated $430K and bringing the position to 53,368 shares worth $6.19M. The position accounts for 0.01% of the portfolio, ranked #775.

Mackenzie Financial first reported a position in APO in Q4 2019 and has held it in 27 quarters since. The position peaked at $30.1M in Q4 2024. 714 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • Mackenzie Financial held 53,368 shares of Apollo Global Management worth $6.19M as of Q3 2026.
  • Mackenzie Financial bought 3,387 Apollo Global Management shares in Q3 2026, an estimated $430K.
  • Apollo Global Management made up 0.01% of Mackenzie Financial's portfolio in Q3 2026, its #775 holding.
  • Mackenzie Financial first reported a position in Apollo Global Management in Q4 2019 and has held it in 27 quarters since.
  • Mackenzie Financial's Apollo Global Management position peaked at $30.1M in Q4 2024.
  • 714 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Mackenzie Financial's 13F filing for Q3 2026, filed 2 Nov 2026.