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PFG Investments’s Apollo Global Management APO Stock Holding History

PFG 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 		$672K Sell
5,684
-117
-2% -$14.7K 0.03% 538
2026
Q1 		$646K Sell
5,801
-1,233
-18% -$153K 0.03% 506
2025
Q4 		$1.02M Sell
7,034
-994
-12% -$132K 0.05% 345
2025
Q3 		$1.07M Buy
8,028
+274
+4% +$38.8K 0.06% 314
2025
Q2 		$1.1M Sell
7,754
-229
-3% -$30.4K 0.06% 286
2025
Q1 		$1.09M Sell
7,983
-3,386
-30% -$521K 0.07% 283
2024
Q4 		$1.88M Sell
11,369
-877
-7% -$139K 0.12% 168
2024
Q3 		$1.53M Sell
12,246
-344
-3% -$39.7K 0.1% 203
2024
Q2 		$1.49M Sell
12,590
-1,084
-8% -$123K 0.11% 188
2024
Q1 		$1.54M Sell
13,674
-1,251
-8% -$132K 0.09% 250
2023
Q4 		$1.39M Buy
14,925
+3,334
+29% +$294K 0.26% 84
2023
Q3 		$1.04M Buy
11,591
+5,086
+78% +$428K 0.2% 113
2023
Q2 		$500K Buy
6,505
+571
+10% +$38.2K 0.09% 244
2023
Q1 		$375K Buy
+5,934
New +$397K 0.08% 296

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

PFG Investments's APO Position: Q2 2026 in Review

PFG Investments reduced its Apollo Global Management (APO) stake by 2% in Q2 2026, selling an estimated $14.7K and leaving 5,684 shares worth $672K. The position accounts for 0.03% of the portfolio, ranked #538.

PFG Investments first reported a position in APO in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.88M in Q4 2024. 631 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • PFG Investments held 5,684 shares of Apollo Global Management worth $672K as of Q2 2026.
  • PFG Investments sold 117 Apollo Global Management shares in Q2 2026, an estimated $14.7K.
  • Apollo Global Management made up 0.03% of PFG Investments's portfolio in Q2 2026, its #538 holding.
  • PFG Investments first reported a position in Apollo Global Management in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's Apollo Global Management position peaked at $1.88M in Q4 2024.
  • 631 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.