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

Nations 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
2025
Q3 		– Sell
-3,178
Closed -$451K – 712
2025
Q2 		$451K Sell
3,178
-3
-0.1% -$398 0.03% 479
2025
Q1 		$436K Sell
3,181
-88
-3% -$13.5K 0.03% 458
2024
Q4 		$540K Buy
3,269
+31
+1% +$4.91K 0.04% 416
2024
Q3 		$404K Buy
3,238
+165
+5% +$19K 0.03% 495
2024
Q2 		$363K Buy
+3,073
New +$349K 0.03% 491
2023
Q1 		– Sell
-6,582
Closed -$420K – 617
2022
Q4 		$420K Sell
6,582
-448
-6% -$26.6K 0.05% 394
2022
Q3 		$327K Sell
7,030
-353
-5% -$19.4K 0.05% 381
2022
Q2 		$358K Sell
7,383
-108
-1% -$5.88K 0.05% 370
2022
Q1 		$464K Buy
7,491
+63
+0.8% +$4.14K 0.06% 329
2021
Q4 		$538K Buy
7,428
+2
+0% +$144 0.07% 281
2021
Q3 		$457K Buy
+7,426
New +$446K 0.07% 272

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Nations Financial Group's APO Position: Q3 2025 in Review

Nations Financial Group sold out of Apollo Global Management (APO) in Q3 2025, closing a stake of 3,178 shares — an estimated $451K sold.

Nations Financial Group first reported a position in APO in Q3 2021 and held it in 11 quarters. The position peaked at $540K in Q4 2024. 1,137 funds tracked by Wall St. Rank hold APO as of Q3 2025.

  • Nations Financial Group reported no remaining Apollo Global Management position as of Q3 2025 after selling out during the quarter.
  • Nations Financial Group sold 3,178 Apollo Global Management shares in Q3 2025, an estimated $451K.
  • Nations Financial Group first reported a position in Apollo Global Management in Q3 2021 and held it in 11 quarters.
  • Nations Financial Group's Apollo Global Management position peaked at $540K in Q4 2024.
  • 1,137 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2025.

Based on Nations Financial Group's 13F filing for Q3 2025, filed 28 Oct 2025.