S-Bank Fund Management’s Apollo Global Management APO Stock Holding History

S-Bank Fund Management’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 Q2	–	Sell	-3,901	Closed	-$435K	–	254
2026 Q1	$435K	Sell	3,901 -145	-4%	-$18K	0.06%	121
2025 Q4	$586K	Sell	4,046 -158	-4%	-$21K	0.08%	110
2025 Q3	$560K	Sell	4,204 -54	-1%	-$7.64K	0.07%	134
2025 Q2	$604K	Sell	4,258 -148	-3%	-$19.6K	0.09%	135
2025 Q1	$603K	Buy	+4,406	New	+$678K	0.11%	109

Other funds holding APO

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CapitalatWork SA Auderghem $3.99B AUM

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WJWM

Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return

OCP

OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return

S-Bank Fund Management's APO Position: Q2 2026 in Review

S-Bank Fund Management sold out of Apollo Global Management (APO) in Q2 2026, closing a stake of 3,901 shares — an estimated $435K sold.

S-Bank Fund Management first reported a position in APO in Q1 2025 and held it in 5 quarters. The position peaked at $604K in Q2 2025. 564 funds tracked by Wall St. Rank hold APO as of Q2 2026.

S-Bank Fund Management reported no remaining Apollo Global Management position as of Q2 2026 after selling out during the quarter.
S-Bank Fund Management sold 3,901 Apollo Global Management shares in Q2 2026, an estimated $435K.
S-Bank Fund Management first reported a position in Apollo Global Management in Q1 2025 and held it in 5 quarters.
S-Bank Fund Management's Apollo Global Management position peaked at $604K in Q2 2025.
564 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on S-Bank Fund Management's 13F filing for Q2 2026, filed 4 Aug 2026.