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Phoenix Financial’s Apollo Global Management APO Stock Holding History

Phoenix Financial’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 		– Sell
-17,141
Closed -$2.48M – 488
2025
Q4 		$2.48M Sell
17,141
-3,413
-17% -$453K 0.03% 166
2025
Q3 		$2.74M Sell
20,554
-5,440
-21% -$770K 0.03% 164
2025
Q2 		$3.69M Sell
25,994
-3,428
-12% -$455K 0.05% 149
2025
Q1 		$4.03M Buy
+29,422
New +$4.52M 0.06% 141
2022
Q3 		– Sell
-532,339
Closed -$25.8M – 340
2022
Q2 		$25.8M Sell
532,339
-190,154
-26% -$10.3M 0.53% 58
2022
Q1 		$44.8M Buy
+722,493
New +$47.5M 0.75% 46

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Phoenix Financial's APO Position: Q1 2026 in Review

Phoenix Financial sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 17,141 shares — an estimated $2.48M sold.

Phoenix Financial first reported a position in APO in Q1 2022 and held it in 6 quarters. The position peaked at $44.8M in Q1 2022. 1,132 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Phoenix Financial reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
  • Phoenix Financial sold 17,141 Apollo Global Management shares in Q1 2026, an estimated $2.48M.
  • Phoenix Financial first reported a position in Apollo Global Management in Q1 2022 and held it in 6 quarters.
  • Phoenix Financial's Apollo Global Management position peaked at $44.8M in Q1 2022.
  • 1,132 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.