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

Richardson 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
Q1 		$11.5K Buy
103
+8
+8% +$992 0.01% 467
2025
Q4 		$13.8K Buy
95
+28
+42% +$3.72K ﹤0.01% 446
2025
Q3 		$8.93K Buy
67
+61
+1,017% +$8.64K 0.01% 450
2025
Q2 		$851 Hold
6
– – ﹤0.01% 541
2025
Q1 		$822 Hold
6
– – ﹤0.01% 531
2024
Q4 		$991 Hold
6
– – ﹤0.01% 523
2024
Q3 		$749 Buy
+6
New +$693 ﹤0.01% 578

Other funds holding APO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Richardson Financial Services's APO Position: Q1 2026 in Review

Richardson Financial Services increased its Apollo Global Management (APO) stake by 8.4% in Q1 2026, buying an estimated $992 and bringing the position to 103 shares worth $11.5K. The position accounts for 0.01% of the portfolio, ranked #467.

Richardson Financial Services first reported a position in APO in Q3 2024 and has held it in 7 quarters since. The position peaked at $13.8K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Richardson Financial Services held 103 shares of Apollo Global Management worth $11.5K as of Q1 2026.
  • Richardson Financial Services bought 8 Apollo Global Management shares in Q1 2026, an estimated $992.
  • Apollo Global Management made up 0.01% of Richardson Financial Services's portfolio in Q1 2026, its #467 holding.
  • Richardson Financial Services first reported a position in Apollo Global Management in Q3 2024 and has held it in 7 quarters since.
  • Richardson Financial Services's Apollo Global Management position peaked at $13.8K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.