Plan Group Financial’s Apollo Global Management APO Stock Holding History

Plan Group 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 Q3	$579K	Buy	5,205 +59	+1%	+$7.49K	0.11%	108
2026 Q2	$609K	Sell	5,146 -366	-7%	-$46K	0.13%	116
2026 Q1	$614K	Sell	5,512 -162	-3%	-$20.1K	0.14%	116
2025 Q4	$821K	Buy	5,674 +237	+4%	+$31.5K	0.21%	95
2025 Q3	$725K	Buy	5,437 +239	+5%	+$33.8K	0.19%	105
2025 Q2	$737K	Buy	5,198 +999	+24%	+$132K	0.24%	94
2025 Q1	$575K	Buy	4,199 +1,457	+53%	+$224K	0.21%	91
2024 Q4	$453K	Buy	2,742 +46	+2%	+$7.29K	0.24%	71
2024 Q3	$337K	Buy	+2,696	New	+$311K	0.18%	83

Other funds holding APO

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Maestria Partners Atlanta, Georgia $298M AUM 13.91% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Plan Group Financial's APO Position: Q3 2026 in Review

Plan Group Financial increased its Apollo Global Management (APO) stake by 1.1% in Q3 2026, buying an estimated $7.49K and bringing the position to 5,205 shares worth $579K. The position accounts for 0.11% of the portfolio, ranked #108.

Plan Group Financial first reported a position in APO in Q3 2024 and has held it in 9 quarters since. The position peaked at $821K in Q4 2025. 275 funds tracked by Wall St. Rank hold APO as of Q3 2026.

Plan Group Financial held 5,205 shares of Apollo Global Management worth $579K as of Q3 2026.
Plan Group Financial bought 59 Apollo Global Management shares in Q3 2026, an estimated $7.49K.
Apollo Global Management made up 0.11% of Plan Group Financial's portfolio in Q3 2026, its #108 holding.
Plan Group Financial first reported a position in Apollo Global Management in Q3 2024 and has held it in 9 quarters since.
Plan Group Financial's Apollo Global Management position peaked at $821K in Q4 2025.
275 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.