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

TFC Financial 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	$355	Sell	3 -125	-98%	-$15.7K	﹤0.01%	792
2026 Q1	$14.3K	Sell	128 -3	-2%	-$372	﹤0.01%	384
2025 Q4	$19K	Hold	131	–	–	﹤0.01%	352
2025 Q3	$17.5K	Hold	131	–	–	﹤0.01%	362
2025 Q2	$18.6K	Buy	131 +3	+2%	+$398	﹤0.01%	343
2025 Q1	$17.5K	Hold	128	–	–	﹤0.01%	330
2024 Q4	$21.1K	Hold	128	–	–	﹤0.01%	308
2024 Q3	$16K	Hold	128	–	–	﹤0.01%	339
2024 Q2	$15.1K	Hold	128	–	–	﹤0.01%	316
2024 Q1	$14.4K	Buy	128 +3	+2%	+$317	﹤0.01%	316
2023 Q4	$11.6K	Hold	125	–	–	﹤0.01%	322
2023 Q3	$11.2K	Hold	125	–	–	﹤0.01%	334
2023 Q2	$9.6K	Sell	125 -243	-66%	-$16.2K	﹤0.01%	336
2023 Q1	$23.2K	Buy	368 +70	+23%	+$4.69K	0.01%	300
2022 Q4	$19K	Buy	298 +75	+34%	+$4.46K	0.01%	262
2022 Q3	$10K	Hold	223	–	–	﹤0.01%	311
2022 Q2	$11K	Buy	223 +98	+78%	+$5.33K	﹤0.01%	302
2022 Q1	$8K	Hold	125	–	–	﹤0.01%	319
2021 Q4	$9K	Buy	+125	New	+$9.02K	﹤0.01%	345

Other funds holding APO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

TFC Financial Management's APO Position: Q2 2026 in Review

TFC Financial Management reduced its Apollo Global Management (APO) stake by 98% in Q2 2026, selling an estimated $15.7K and leaving 3 shares worth $355. The position accounts for ﹤0.01% of the portfolio, ranked #792.

TFC Financial Management first reported a position in APO in Q4 2021 and has held it in 19 quarters since. The position peaked at $23.2K in Q1 2023. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

TFC Financial Management held 3 shares of Apollo Global Management worth $355 as of Q2 2026.
TFC Financial Management sold 125 Apollo Global Management shares in Q2 2026, an estimated $15.7K.
Apollo Global Management made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #792 holding.
TFC Financial Management first reported a position in Apollo Global Management in Q4 2021 and has held it in 19 quarters since.
TFC Financial Management's Apollo Global Management position peaked at $23.2K in Q1 2023.
1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.