NI
APO icon

NFC Investments’s Apollo Global Management APO Stock Holding History

NFC Investments’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 		$35.9M Buy
303,258
+207
+0.1% +$26K 9.12% 2
2026
Q1 		$33.8M Buy
303,051
+8,873
+3% +$1.1M 9.4% 2
2025
Q4 		$42.6M Sell
294,178
-584
-0.2% -$77.6K 12.02% 2
2025
Q3 		$39.3M Sell
294,762
-13,385
-4% -$1.89M 11.37% 2
2025
Q2 		$43.7M Buy
308,147
+10,495
+4% +$1.39M 12.5% 2
2025
Q1 		$40.8M Sell
297,652
-10,751
-3% -$1.65M 12.12% 2
2024
Q4 		$50.9M Sell
308,403
-105,925
-26% -$16.8M 14.06% 1
2024
Q3 		$51.8M Sell
414,328
-1,784
-0.4% -$206K 14.87% 1
2024
Q2 		$49.1M Sell
416,112
-149
-0% -$16.9K 14.09% 1
2024
Q1 		$46.8M Sell
416,261
-3,090
-0.7% -$326K 13.46% 1
2023
Q4 		$39.1M Buy
+419,351
New +$37M 12.09% 1
2023
Q2 		$32.6M Buy
424,796
+6,877
+2% +$460K 10.74% 2
2023
Q1 		$26.4M Sell
417,919
-185,449
-31% -$12.4M 9.81% 2
2022
Q4 		$38.5M Buy
603,368
+524
+0.1% +$31.1K 11.92% 1
2022
Q3 		$28M Sell
602,844
-397
-0.1% -$21.8K 7.55% 4
2022
Q2 		$29.2M Sell
603,241
-5,661
-0.9% -$308K 7.93% 4
2022
Q1 		$37.7M Buy
+608,902
New +$40M 8.46% 3

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

NFC Investments's APO Position: Q2 2026 in Review

NFC Investments increased its Apollo Global Management (APO) stake by 0.07% in Q2 2026, buying an estimated $26K and bringing the position to 303,258 shares worth $35.9M. The position accounts for 9.12% of the portfolio, ranked #2.

NFC Investments first reported a position in APO in Q1 2022 and has held it in 17 quarters since. The position peaked at $51.8M in Q3 2024. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • NFC Investments held 303,258 shares of Apollo Global Management worth $35.9M as of Q2 2026.
  • NFC Investments bought 207 Apollo Global Management shares in Q2 2026, an estimated $26K.
  • Apollo Global Management made up 9.12% of NFC Investments's portfolio in Q2 2026, its #2 holding.
  • NFC Investments first reported a position in Apollo Global Management in Q1 2022 and has held it in 17 quarters since.
  • NFC Investments's Apollo Global Management position peaked at $51.8M in Q3 2024.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on NFC Investments's 13F filing for Q2 2026, filed 13 Aug 2026.