Patriot Financial Group Insurance Agency’s Apollo Global Management APO Stock Holding History

Patriot Financial Group Insurance Agency’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 Q2	–	Sell	-1,674	Closed	-$229K	–	538
2025 Q1	$229K	Buy	1,674 +205	+14%	+$31.5K	0.03%	431
2024 Q4	$243K	Buy	+1,469	New	+$233K	0.03%	411
2022 Q3	–	Sell	-501	Closed	-$24K	–	482
2022 Q2	$24K	Buy	501 +1	+0.2%	+$54	﹤0.01%	942
2022 Q1	$31K	Buy	500 +382	+324%	+$25.1K	0.01%	923
2021 Q4	$9K	Buy	118 +25	+27%	+$1.8K	﹤0.01%	1510
2021 Q3	$6K	Buy	+93	New	+$5.59K	﹤0.01%	1626

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Patriot Financial Group Insurance Agency's APO Position: Q2 2025 in Review

Patriot Financial Group Insurance Agency sold out of Apollo Global Management (APO) in Q2 2025, closing a stake of 1,674 shares — an estimated $229K sold.

Patriot Financial Group Insurance Agency first reported a position in APO in Q3 2021 and held it in 6 quarters. The position peaked at $243K in Q4 2024. 1,139 funds tracked by Wall St. Rank hold APO as of Q2 2025.

Patriot Financial Group Insurance Agency reported no remaining Apollo Global Management position as of Q2 2025 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,674 Apollo Global Management shares in Q2 2025, an estimated $229K.
Patriot Financial Group Insurance Agency first reported a position in Apollo Global Management in Q3 2021 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's Apollo Global Management position peaked at $243K in Q4 2024.
1,139 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2025, filed 21 Jul 2025.