Roxbury Financial
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Roxbury Financial’s Apollo Global Management APO Stock Holding History

Roxbury 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
Q3 		$23.4K Buy
202
+1
+0.5% +$127 0.02% 270
2026
Q2 		$23.8K Sell
201
-668
-77% -$84K 0.02% 252
2026
Q1 		$96.8K Buy
+869
New +$108K 0.09% 140

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Markel Group
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AIM
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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
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Principal Financial Group
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iA Global Asset Management
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Roxbury Financial's APO Position: Q3 2026 in Review

Roxbury Financial increased its Apollo Global Management (APO) stake by 0.5% in Q3 2026, buying an estimated $127 and bringing the position to 202 shares worth $23.4K. The position accounts for 0.02% of the portfolio, ranked #270.

Roxbury Financial first reported a position in APO in Q1 2026 and has held it in 3 quarters since. The position peaked at $96.8K in Q1 2026. 499 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • Roxbury Financial held 202 shares of Apollo Global Management worth $23.4K as of Q3 2026.
  • Roxbury Financial bought 1 Apollo Global Management share in Q3 2026, an estimated $127.
  • Apollo Global Management made up 0.02% of Roxbury Financial's portfolio in Q3 2026, its #270 holding.
  • Roxbury Financial first reported a position in Apollo Global Management in Q1 2026 and has held it in 3 quarters since.
  • Roxbury Financial's Apollo Global Management position peaked at $96.8K in Q1 2026.
  • 499 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.