UMB Bank’s Apollo Global Management APO Stock Holding History

UMB Bank’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	$13.4M	Sell	113,234 -849	-0.7%	-$107K	0.17%	100
2026 Q1	$12.7M	Buy	114,083 +2,631	+2%	+$326K	0.18%	99
2025 Q4	$16.1M	Buy	111,452 +1,780	+2%	+$236K	0.21%	85
2025 Q3	$14.6M	Buy	109,672 +41,142	+60%	+$5.82M	0.22%	85
2025 Q2	$9.72M	Buy	68,530 +67,627	+7,489%	+$8.97M	0.15%	113
2025 Q1	$124K	Buy	903 +624	+224%	+$96K	﹤0.01%	697
2024 Q4	$46.1K	Buy	279 +228	+447%	+$36.1K	﹤0.01%	948
2024 Q3	$6.37K	Hold	51	–	–	﹤0.01%	1651
2024 Q2	$6.02K	Hold	51	–	–	﹤0.01%	1378
2024 Q1	$5.74K	Hold	51	–	–	﹤0.01%	1365
2023 Q4	$4.75K	Hold	51	–	–	﹤0.01%	1415
2023 Q3	$4.58K	Hold	51	–	–	﹤0.01%	1435
2023 Q2	$3.92K	Hold	51	–	–	﹤0.01%	1446
2023 Q1	$3.22K	Sell	51 -19	-27%	-$1.27K	﹤0.01%	1476
2022 Q4	$4K	Buy	70 +19	+37%	+$1.13K	﹤0.01%	1449
2022 Q3	$2K	Hold	51	–	–	﹤0.01%	1581
2022 Q2	$2K	Buy	+51	New	+$2.77K	﹤0.01%	1709

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 $3.37T AUM 44.26% 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

UMB Bank's APO Position: Q2 2026 in Review

UMB Bank reduced its Apollo Global Management (APO) stake by 0.74% in Q2 2026, selling an estimated $107K and leaving 113,234 shares worth $13.4M. The position accounts for 0.17% of the portfolio, ranked #100.

UMB Bank first reported a position in APO in Q2 2022 and has held it in 17 quarters since. The position peaked at $16.1M in Q4 2025. 1,176 funds tracked by Wall St. Rank hold APO as of Q2 2026.

UMB Bank held 113,234 shares of Apollo Global Management worth $13.4M as of Q2 2026.
UMB Bank sold 849 Apollo Global Management shares in Q2 2026, an estimated $107K.
Apollo Global Management made up 0.17% of UMB Bank's portfolio in Q2 2026, its #100 holding.
UMB Bank first reported a position in Apollo Global Management in Q2 2022 and has held it in 17 quarters since.
UMB Bank's Apollo Global Management position peaked at $16.1M in Q4 2025.
1,176 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.