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
2021
Q2 		– Sell
-167,039
Closed -$7.85M – 1234
2021
Q1 		$7.85M Buy
+167,039
New +$8.13M 0.01% 457

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.