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Newbridge Financial Services Group’s Apollo Global Management APO Stock Holding History

Newbridge Financial Services 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 		$31.4K Buy
+265
New +$33.3K ﹤0.01% 600
2024
Q3 		– Sell
-52
Closed -$6.14K – 684
2024
Q2 		$6.14K Hold
52
– – ﹤0.01% 801
2024
Q1 		$5.85K Hold
52
– – ﹤0.01% 862
2023
Q4 		$4.85K Sell
52
-308
-86% -$27.2K ﹤0.01% 865
2023
Q3 		$32.3K Hold
360
– – 0.02% 530
2023
Q2 		$27.7K Buy
360
+100
+38% +$6.69K 0.01% 598
2023
Q1 		$16.4K Hold
260
– – 0.01% 781
2022
Q4 		$16.6K Sell
260
-300
-54% -$17.8K 0.01% 787
2022
Q3 		$26K Sell
560
-303
-35% -$16.6K 0.02% 615
2022
Q2 		$42K Sell
863
-17
-2% -$925 0.03% 441
2022
Q1 		$55K Buy
880
+300
+52% +$19.7K 0.03% 451
2021
Q4 		$42K Buy
580
+17
+3% +$1.23K 0.02% 509
2021
Q3 		$35K Buy
563
+33
+6% +$1.98K 0.02% 510
2021
Q2 		$33K Hold
530
– – 0.02% 568
2021
Q1 		$25K Buy
530
+25
+5% +$1.22K 0.02% 623
2020
Q4 		$25K Hold
505
– – 0.02% 481
2020
Q3 		$23K Buy
+505
New +$24.3K 0.02% 467

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

Newbridge Financial Services Group's APO Position: Q2 2026 in Review

Newbridge Financial Services Group opened a new position in Apollo Global Management (APO) in Q2 2026: 265 shares worth $31.4K. The stake represents ﹤0.01% of the portfolio and ranks #600 among its holdings. This is a return to the name: Newbridge Financial Services Group previously reported a position in APO as recently as Q2 2024.

Newbridge Financial Services Group first reported a position in APO in Q3 2020 and has held it in 17 quarters since. The position peaked at $55K in Q1 2022. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Newbridge Financial Services Group held 265 shares of Apollo Global Management worth $31.4K as of Q2 2026.
  • Apollo Global Management was a new Newbridge Financial Services Group position in Q2 2026.
  • Apollo Global Management made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #600 holding.
  • Newbridge Financial Services Group first reported a position in Apollo Global Management in Q3 2020 and has held it in 17 quarters since.
  • Newbridge Financial Services Group's Apollo Global Management position peaked at $55K in Q1 2022.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.