Raymond James Financial’s Apollo Global Management APO Stock Holding History

Raymond James 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	$150M	Buy	1,348,721 +230,201	+21%	+$28.5M	0.05%	366
2025 Q4	$162M	Buy	1,118,520 +113,986	+11%	+$15.1M	0.05%	331
2025 Q3	$134M	Buy	1,004,534 +24,791	+3%	+$3.51M	0.04%	392
2025 Q2	$139M	Buy	979,743 +37,368	+4%	+$4.96M	0.05%	356
2025 Q1	$129M	Buy	942,375 +1,621	+0.2%	+$249K	0.05%	350
2024 Q4	$155M	Buy	+940,754	New	+$149M	0.06%	305

Other funds holding APO

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Raymond James Financial's APO Position: Q1 2026 in Review

Raymond James Financial increased its Apollo Global Management (APO) stake by 21% in Q1 2026, buying an estimated $28.5M and bringing the position to 1,348,721 shares worth $150M. The position accounts for 0.05% of the portfolio, ranked #366.

Raymond James Financial first reported a position in APO in Q4 2024 and has held it in 6 quarters since. The position peaked at $162M in Q4 2025. 1,132 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Raymond James Financial held 1,348,721 shares of Apollo Global Management worth $150M as of Q1 2026.
Raymond James Financial bought 230,201 Apollo Global Management shares in Q1 2026, an estimated $28.5M.
Apollo Global Management made up 0.05% of Raymond James Financial's portfolio in Q1 2026, its #366 holding.
Raymond James Financial first reported a position in Apollo Global Management in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Apollo Global Management position peaked at $162M in Q4 2025.
1,132 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.