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Trifecta Capital Advisors’s Apollo Global Management APO Stock Holding History

Trifecta Capital 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 		– Sell
-64
Closed -$9.27K – 277
2025
Q4 		$9.27K Hold
64
– – ﹤0.01% 229
2025
Q3 		$8.53K Hold
64
– – ﹤0.01% 248
2025
Q2 		$9.08K Sell
64
-6
-9% -$796 ﹤0.01% 241
2025
Q1 		$9.59K Buy
+70
New +$10.8K ﹤0.01% 217

Other funds holding APO

BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Trifecta Capital Advisors's APO Position: Q1 2026 in Review

Trifecta Capital Advisors sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 64 shares — an estimated $9.27K sold.

Trifecta Capital Advisors first reported a position in APO in Q1 2025 and held it in 4 quarters. The position peaked at $9.59K in Q1 2025. 1,130 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Trifecta Capital Advisors reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
  • Trifecta Capital Advisors sold 64 Apollo Global Management shares in Q1 2026, an estimated $9.27K.
  • Trifecta Capital Advisors first reported a position in Apollo Global Management in Q1 2025 and held it in 4 quarters.
  • Trifecta Capital Advisors's Apollo Global Management position peaked at $9.59K in Q1 2025.
  • 1,130 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.