TFC Financial Management
APO icon

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
Q3 		$349 Hold
3
– – ﹤0.01% 793
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

TFC Financial Management's APO Position: Q3 2026 in Review

TFC Financial Management held its Apollo Global Management (APO) position steady in Q3 2026 at 3 shares worth $349. The position accounts for ﹤0.01% of the portfolio, ranked #793.

TFC Financial Management first reported a position in APO in Q4 2021 and has held it in 20 quarters since. The position peaked at $23.2K in Q1 2023. 691 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • TFC Financial Management held 3 shares of Apollo Global Management worth $349 as of Q3 2026.
  • TFC Financial Management left its Apollo Global Management share count unchanged in Q3 2026.
  • Apollo Global Management made up ﹤0.01% of TFC Financial Management's portfolio in Q3 2026, its #793 holding.
  • TFC Financial Management first reported a position in Apollo Global Management in Q4 2021 and has held it in 20 quarters since.
  • TFC Financial Management's Apollo Global Management position peaked at $23.2K in Q1 2023.
  • 691 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.