Root Financial Partners
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Root Financial Partners’s Apollo Global Management APO Stock Holding History

Root Financial Partners’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
Q3 		$92.5K Buy
+797
New +$101K ﹤0.01% 769
2026
Q2 		– Sell
-497
Closed -$55.4K – 574
2026
Q1 		$55.4K Sell
497
-108
-18% -$13.4K ﹤0.01% 836
2025
Q4 		$87.6K Sell
605
-217
-26% -$28.8K ﹤0.01% 516
2025
Q3 		$110K Buy
+822
New +$116K 0.01% 422

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Temasek Holdings
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Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Maestria Partners
Maestria Partners Atlanta, Georgia $298M AUM 13.91% 1-Year Est. Return

Root Financial Partners's APO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Apollo Global Management (APO) in Q3 2026: 797 shares worth $92.5K. The stake represents ﹤0.01% of the portfolio and ranks #769 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in APO as recently as Q1 2026.

Root Financial Partners first reported a position in APO in Q3 2025 and has held it in 4 quarters since. The position peaked at $110K in Q3 2025. 376 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • Root Financial Partners held 797 shares of Apollo Global Management worth $92.5K as of Q3 2026.
  • Apollo Global Management was a new Root Financial Partners position in Q3 2026.
  • Apollo Global Management made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #769 holding.
  • Root Financial Partners first reported a position in Apollo Global Management in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Apollo Global Management position peaked at $110K in Q3 2025.
  • 376 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.