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 Q2	$90.2K	Buy	762 +99	+15%	+$12.4K	0.01%	608
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 $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 $3.38T AUM 44.17% 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

Transamerica Financial Advisors's APO Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Apollo Global Management (APO) stake by 15% in Q2 2026, buying an estimated $12.4K and bringing the position to 762 shares worth $90.2K. The position accounts for 0.01% of the portfolio, ranked #608.

Transamerica Financial Advisors first reported a position in APO in Q1 2014 and has held it in 9 quarters since. The position peaked at $173K in Q1 2014. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Transamerica Financial Advisors held 762 shares of Apollo Global Management worth $90.2K as of Q2 2026.
Transamerica Financial Advisors bought 99 Apollo Global Management shares in Q2 2026, an estimated $12.4K.
Apollo Global Management made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #608 holding.
Transamerica Financial Advisors first reported a position in Apollo Global Management in Q1 2014 and has held it in 9 quarters since.
Transamerica Financial Advisors's Apollo Global Management position peaked at $173K in Q1 2014.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.