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SYM Financial Corp’s Apollo Global Management APO Stock Holding History

SYM Financial Corp’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
-2,641
Closed -$375K – 410
2025
Q2 		$375K Sell
2,641
-107
-4% -$14.2K 0.04% 164
2025
Q1 		$376K Sell
2,748
-1,452
-35% -$223K 0.05% 138
2024
Q4 		$694K Buy
+4,200
New +$665K 0.09% 66

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

SYM Financial Corp's APO Position: Q3 2025 in Review

SYM Financial Corp sold out of Apollo Global Management (APO) in Q3 2025, closing a stake of 2,641 shares — an estimated $375K sold.

SYM Financial Corp first reported a position in APO in Q4 2024 and held it in 3 quarters. The position peaked at $694K in Q4 2024. 1,137 funds tracked by Wall St. Rank hold APO as of Q3 2025.

  • SYM Financial Corp reported no remaining Apollo Global Management position as of Q3 2025 after selling out during the quarter.
  • SYM Financial Corp sold 2,641 Apollo Global Management shares in Q3 2025, an estimated $375K.
  • SYM Financial Corp first reported a position in Apollo Global Management in Q4 2024 and held it in 3 quarters.
  • SYM Financial Corp's Apollo Global Management position peaked at $694K in Q4 2024.
  • 1,137 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2025.

Based on SYM Financial Corp's 13F filing for Q3 2025, filed 3 Nov 2025.