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Provenance Wealth Advisors’s Apollo Global Management APO Stock Holding History

Provenance Wealth Advisors’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 		$105K Hold
884
– – 0.01% 175
2026
Q1 		$98.5K Hold
884
– – 0.01% 156
2025
Q4 		$128K Hold
884
– – 0.01% 137
2025
Q3 		$118K Hold
884
– – 0.02% 155
2025
Q2 		$125K Buy
+884
New +$117K 0.02% 149

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

Provenance Wealth Advisors's APO Position: Q2 2026 in Review

Provenance Wealth Advisors held its Apollo Global Management (APO) position steady in Q2 2026 at 884 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #175.

Provenance Wealth Advisors first reported a position in APO in Q2 2025 and has held it in 5 quarters since. The position peaked at $128K in Q4 2025. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Provenance Wealth Advisors held 884 shares of Apollo Global Management worth $105K as of Q2 2026.
  • Provenance Wealth Advisors left its Apollo Global Management share count unchanged in Q2 2026.
  • Apollo Global Management made up 0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #175 holding.
  • Provenance Wealth Advisors first reported a position in Apollo Global Management in Q2 2025 and has held it in 5 quarters since.
  • Provenance Wealth Advisors's Apollo Global Management position peaked at $128K in Q4 2025.
  • 286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.