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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

NFC Investments's APO Position: Q1 2026 in Review

NFC Investments increased its Apollo Global Management (APO) stake by 3% in Q1 2026, buying an estimated $1.1M and bringing the position to 303,051 shares worth $33.8M. The position accounts for 9.4% of the portfolio, ranked #2.

NFC Investments first reported a position in APO in Q1 2022 and has held it in 16 quarters since. The position peaked at $51.8M in Q3 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • NFC Investments held 303,051 shares of Apollo Global Management worth $33.8M as of Q1 2026.
  • NFC Investments bought 8,873 Apollo Global Management shares in Q1 2026, an estimated $1.1M.
  • Apollo Global Management made up 9.4% of NFC Investments's portfolio in Q1 2026, its #2 holding.
  • NFC Investments first reported a position in Apollo Global Management in Q1 2022 and has held it in 16 quarters since.
  • NFC Investments's Apollo Global Management position peaked at $51.8M in Q3 2024.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on NFC Investments's 13F filing for Q1 2026, filed 12 May 2026.