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RFG Advisory’s Apollo Global Management APO Stock Holding History

RFG Advisory’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
2025
Q3 		– Sell
-15,704
Closed -$2.23M – 952
2025
Q2 		$2.23M Buy
15,704
+467
+3% +$61.9K 0.05% 278
2025
Q1 		$2.09M Buy
+15,237
New +$2.34M 0.06% 268

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

RFG Advisory's APO Position: Q3 2025 in Review

RFG Advisory sold out of Apollo Global Management (APO) in Q3 2025, closing a stake of 15,704 shares — an estimated $2.23M sold.

RFG Advisory first reported a position in APO in Q1 2025 and held it in 2 quarters. The position peaked at $2.23M in Q2 2025. 1,133 funds tracked by Wall St. Rank hold APO as of Q3 2025.

  • RFG Advisory reported no remaining Apollo Global Management position as of Q3 2025 after selling out during the quarter.
  • RFG Advisory sold 15,704 Apollo Global Management shares in Q3 2025, an estimated $2.23M.
  • RFG Advisory first reported a position in Apollo Global Management in Q1 2025 and held it in 2 quarters.
  • RFG Advisory's Apollo Global Management position peaked at $2.23M in Q2 2025.
  • 1,133 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2025.

Based on RFG Advisory's 13F filing for Q3 2025, filed 6 Nov 2025.