Transamerica Financial Advisors’s Apollo Global Management APO Stock Holding History

Transamerica Financial 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 Q1	$73.9K	Buy	663 +546	+467%	+$67.7K	0.01%	589
2025 Q4	$17K	Buy	117 +67	+134%	+$8.9K	﹤0.01%	748
2025 Q3	$6.66K	Buy	+50	New	+$7.08K	﹤0.01%	813
2016 Q1	–	Sell	-6,200	Closed	-$95K	–	748
2015 Q4	$95K	Buy	6,200 +1,000	+19%	+$17.1K	0.01%	345
2015 Q3	$90K	Buy	5,200 +500	+11%	+$9.96K	0.01%	330
2015 Q2	$105K	Sell	4,700 -3,000	-39%	-$65.9K	0.01%	379
2015 Q1	$167K	Buy	+7,700	New	+$179K	0.01%	341
2014 Q2	–	Sell	-5,436	Closed	-$173K	–	696
2014 Q1	$173K	Buy	+5,436	New	+$177K	0.02%	266

Other funds holding APO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Transamerica Financial Advisors's APO Position: Q1 2026 in Review

Transamerica Financial Advisors increased its Apollo Global Management (APO) stake by 467% in Q1 2026, buying an estimated $67.7K and bringing the position to 663 shares worth $73.9K. The position accounts for 0.01% of the portfolio, ranked #589.

Transamerica Financial Advisors first reported a position in APO in Q1 2014 and has held it in 8 quarters since. The position peaked at $173K in Q1 2014. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Transamerica Financial Advisors held 663 shares of Apollo Global Management worth $73.9K as of Q1 2026.
Transamerica Financial Advisors bought 546 Apollo Global Management shares in Q1 2026, an estimated $67.7K.
Apollo Global Management made up 0.01% of Transamerica Financial Advisors's portfolio in Q1 2026, its #589 holding.
Transamerica Financial Advisors first reported a position in Apollo Global Management in Q1 2014 and has held it in 8 quarters since.
Transamerica Financial Advisors's Apollo Global Management position peaked at $173K in Q1 2014.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.