Merit Financial Group
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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
Q3 		$793K Buy
6,828
+762
+13% +$96.7K ﹤0.01% 1292
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

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
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Merit Financial Group's APO Position: Q3 2026 in Review

Merit Financial Group increased its Apollo Global Management (APO) stake by 13% in Q3 2026, buying an estimated $96.7K and bringing the position to 6,828 shares worth $793K. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

Merit Financial Group first reported a position in APO in Q3 2023 and has held it in 12 quarters since. 804 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • Merit Financial Group held 6,828 shares of Apollo Global Management worth $793K as of Q3 2026.
  • Merit Financial Group bought 762 Apollo Global Management shares in Q3 2026, an estimated $96.7K.
  • Apollo Global Management made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1292 holding.
  • Merit Financial Group first reported a position in Apollo Global Management in Q3 2023 and has held it in 12 quarters since.
  • 804 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.