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Merit Financial Group’s Apollo Global Management APO Stock Holding History

Merit Financial Group’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 		$718K Buy
6,066
+2,348
+63% +$295K ﹤0.01% 1274
2026
Q1 		$414K Buy
3,718
+293
+9% +$36.3K ﹤0.01% 1479
2025
Q4 		$496K Buy
3,425
+1,236
+56% +$164K ﹤0.01% 1310
2025
Q3 		$292K Buy
2,189
+463
+27% +$65.5K ﹤0.01% 1477
2025
Q2 		$245K Buy
1,726
+130
+8% +$17.2K ﹤0.01% 1442
2025
Q1 		$219K Sell
1,596
-719
-31% -$111K ﹤0.01% 1254
2024
Q4 		$382K Buy
2,315
+358
+18% +$56.7K 0.01% 826
2024
Q3 		$245K Sell
1,957
-960
-33% -$111K 0.01% 731
2024
Q2 		$344K Buy
2,917
+402
+16% +$45.6K 0.01% 679
2024
Q1 		$275K Buy
+2,515
New +$265K 0.01% 742
2023
Q4 		– Sell
-7,343
Closed -$659K – 776
2023
Q3 		$659K Buy
+7,343
New +$617K 0.02% 396

Other funds holding APO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Merit Financial Group's APO Position: Q2 2026 in Review

Merit Financial Group increased its Apollo Global Management (APO) stake by 63% in Q2 2026, buying an estimated $295K and bringing the position to 6,066 shares worth $718K. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

Merit Financial Group first reported a position in APO in Q3 2023 and has held it in 11 quarters since. 198 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Merit Financial Group held 6,066 shares of Apollo Global Management worth $718K as of Q2 2026.
  • Merit Financial Group bought 2,348 Apollo Global Management shares in Q2 2026, an estimated $295K.
  • Apollo Global Management made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1274 holding.
  • Merit Financial Group first reported a position in Apollo Global Management in Q3 2023 and has held it in 11 quarters since.
  • 198 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

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