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Prospera Financial Services’s Apollo Global Management APO Stock Holding History

Prospera Financial Services’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 		$2.11M Sell
17,838
-700
-4% -$88K 0.03% 503
2026
Q1 		$2.07M Buy
18,538
+1,335
+8% +$165K 0.03% 495
2025
Q4 		$2.5M Buy
17,203
+1,245
+8% +$165K 0.04% 422
2025
Q3 		$2.13M Buy
15,958
+301
+2% +$42.6K 0.04% 459
2025
Q2 		$2.23M Buy
15,657
+853
+6% +$113K 0.04% 439
2025
Q1 		$2.03M Buy
14,804
+1,838
+14% +$283K 0.05% 386
2024
Q4 		$2.14M Sell
12,966
-1,966
-13% -$311K 0.05% 354
2024
Q3 		$1.87M Sell
14,932
-594
-4% -$68.6K 0.05% 348
2024
Q2 		$1.84M Buy
15,526
+8
+0.1% +$908 0.05% 358
2024
Q1 		$1.75M Sell
15,518
-1,256
-7% -$133K 0.05% 356
2023
Q4 		$1.56M Sell
16,774
-1,395
-8% -$123K 0.05% 364
2023
Q3 		$1.63M Sell
18,169
-4,822
-21% -$405K 0.06% 306
2023
Q2 		$1.77M Buy
22,991
+1,112
+5% +$74.4K 0.07% 282
2023
Q1 		$1.38M Sell
21,879
-425
-2% -$28.5K 0.06% 335
2022
Q4 		$1.42M Buy
22,304
+3,569
+19% +$212K 0.07% 286
2022
Q3 		$871K Sell
18,735
-55,505
-75% -$3.05M 0.05% 396
2022
Q2 		$3.6M Sell
74,240
-13,689
-16% -$745K 0.18% 128
2022
Q1 		$5.45M Buy
87,929
+43,608
+98% +$2.87M 0.23% 98
2021
Q4 		$3.21M Sell
44,321
-18,648
-30% -$1.35M 0.14% 175
2021
Q3 		$3.88M Buy
+62,969
New +$3.78M 0.19% 130
2021
Q2 		– Sell
-107,141
Closed -$5.04M – 790
2021
Q1 		$5.04M Buy
107,141
+68,775
+179% +$3.35M 0.3% 72
2020
Q4 		$1.88M Buy
38,366
+38,052
+12,118% +$1.7M 0.13% 193
2020
Q3 		$14K Buy
+314
New +$15.1K 0.01% 998
2020
Q2 		– Sell
-116,057
Closed -$3.89M – 573
2020
Q1 		$3.89M Buy
116,057
+23,341
+25% +$1M 0.41% 42
2019
Q4 		$4.42M Sell
92,716
-35,648
-28% -$1.52M 0.34% 47
2019
Q3 		$4.86M Buy
128,364
+76,451
+147% +$2.78M 0.5% 24
2019
Q2 		$1.78M Buy
+51,913
New +$1.65M 0.2% 108
2019
Q1 		– Sell
-80,637
Closed -$1.98M – 331
2018
Q4 		$1.98M Buy
80,637
+56,347
+232% +$1.62M 0.4% 50
2018
Q3 		$774K Buy
24,290
+1,752
+8% +$61.1K 0.14% 153
2018
Q2 		$719K Sell
22,538
-24,086
-52% -$737K 0.1% 178
2018
Q1 		$1.4M Buy
46,624
+1,531
+3% +$51.5K 0.2% 112
2017
Q4 		$1.54M Sell
45,093
-170
-0.4% -$5.33K 0.24% 94
2017
Q3 		$1.37M Buy
+45,263
New +$1.3M 0.21% 104

Other funds holding APO

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Prospera Financial Services's APO Position: Q2 2026 in Review

Prospera Financial Services reduced its Apollo Global Management (APO) stake by 3.8% in Q2 2026, selling an estimated $88K and leaving 17,838 shares worth $2.11M. The position accounts for 0.03% of the portfolio, ranked #503.

Prospera Financial Services first reported a position in APO in Q3 2017 and has held it in 33 quarters since. The position peaked at $5.45M in Q1 2022. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Prospera Financial Services held 17,838 shares of Apollo Global Management worth $2.11M as of Q2 2026.
  • Prospera Financial Services sold 700 Apollo Global Management shares in Q2 2026, an estimated $88K.
  • Apollo Global Management made up 0.03% of Prospera Financial Services's portfolio in Q2 2026, its #503 holding.
  • Prospera Financial Services first reported a position in Apollo Global Management in Q3 2017 and has held it in 33 quarters since.
  • Prospera Financial Services's Apollo Global Management position peaked at $5.45M in Q1 2022.
  • 286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.