Umpqua Bank’s Apollo Global Management APO Stock Holding History

Umpqua 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	$252K	Sell	2,133 -2,016	-49%	-$254K	0.06%	149
2026 Q1	$462K	Buy	4,149 +629	+18%	+$78K	0.13%	119
2025 Q4	$510K	Sell	3,520 -135	-4%	-$17.9K	0.14%	111
2025 Q3	$467K	Buy	3,655 +75	+2%	+$10.6K	0.13%	117
2025 Q2	$519K	Buy	3,580 +855	+31%	+$113K	0.16%	112
2025 Q1	$373K	Buy	2,725 +298	+12%	+$45.8K	0.13%	116
2024 Q4	$387K	Buy	2,427 +728	+43%	+$115K	0.13%	115
2024 Q3	$212K	Buy	+1,699	New	+$196K	0.08%	147

Other funds holding APO

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Umpqua Bank's APO Position: Q2 2026 in Review

Umpqua Bank reduced its Apollo Global Management (APO) stake by 49% in Q2 2026, selling an estimated $254K and leaving 2,133 shares worth $252K. The position accounts for 0.06% of the portfolio, ranked #149.

Umpqua Bank first reported a position in APO in Q3 2024 and has held it in 8 quarters since. The position peaked at $519K in Q2 2025. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Umpqua Bank held 2,133 shares of Apollo Global Management worth $252K as of Q2 2026.
Umpqua Bank sold 2,016 Apollo Global Management shares in Q2 2026, an estimated $254K.
Apollo Global Management made up 0.06% of Umpqua Bank's portfolio in Q2 2026, its #149 holding.
Umpqua Bank first reported a position in Apollo Global Management in Q3 2024 and has held it in 8 quarters since.
Umpqua Bank's Apollo Global Management position peaked at $519K in Q2 2025.
286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.