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Three Bearings Fiduciary Advisors’s Apollo Global Management APO Stock Holding History

Three Bearings Fiduciary Advisors’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 		$11.8K Hold
100
– – 0.01% 130
2026
Q1 		$11.1K Hold
100
– – 0.01% 131
2025
Q4 		$13.5K Buy
+100
New +$13.3K 0.01% 130

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Three Bearings Fiduciary Advisors's APO Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its Apollo Global Management (APO) position steady in Q2 2026 at 100 shares worth $11.8K. The position accounts for 0.01% of the portfolio, ranked #130.

Three Bearings Fiduciary Advisors first reported a position in APO in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.5K in Q4 2025. 631 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 100 shares of Apollo Global Management worth $11.8K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its Apollo Global Management share count unchanged in Q2 2026.
  • Apollo Global Management made up 0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #130 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Apollo Global Management in Q4 2025 and has held it in 3 quarters since.
  • Three Bearings Fiduciary Advisors's Apollo Global Management position peaked at $13.5K in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.