Vaughan & Co Securities
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Vaughan & Co Securities’s Apollo Global Management APO Stock Holding History

Vaughan & Co Securities’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
Q3 		$395K Buy
3,400
+302
+10% +$38.3K 0.19% 49
2026
Q2 		$367K Sell
3,098
-140
-4% -$17.6K 0.17% 48
2026
Q1 		$361K Sell
3,238
-20
-0.6% -$2.48K 0.19% 49
2025
Q4 		$472K Sell
3,258
-89
-3% -$11.8K 0.24% 43
2025
Q3 		$446K Buy
3,347
+666
+25% +$94.3K 0.24% 45
2025
Q2 		$380K Sell
2,681
-6
-0.2% -$796 0.22% 51
2025
Q1 		$368K Sell
2,687
-1,473
-35% -$227K 0.23% 50
2024
Q4 		$687K Sell
4,160
-125
-3% -$19.8K 0.41% 33
2024
Q3 		$535K Sell
4,285
-90
-2% -$10.4K 0.32% 45
2024
Q2 		$517K Sell
4,375
-790
-15% -$89.6K 0.33% 46
2024
Q1 		$581K Sell
5,165
-533
-9% -$56.2K 0.37% 39
2023
Q4 		$531K Sell
5,698
-665
-10% -$58.7K 0.36% 43
2023
Q3 		$571K Sell
6,363
-39
-0.6% -$3.28K 0.42% 35
2023
Q2 		$492K Hold
6,402
– – 0.35% 45
2023
Q1 		$404K Sell
6,402
-4,122
-39% -$276K 0.3% 49
2022
Q4 		$671K Sell
10,524
-259
-2% -$15.4K 0.53% 34
2022
Q3 		$501K Buy
10,783
+6,317
+141% +$347K 0.43% 40
2022
Q2 		$217K Hold
4,466
– – 0.17% 50
2022
Q1 		$277K Hold
4,466
– – 0.19% 52
2021
Q4 		$323K Sell
4,466
-3,665
-45% -$264K 0.22% 49
2021
Q3 		$501K Hold
8,131
– – 0.37% 41
2021
Q2 		$506K Hold
8,131
– – 0.37% 40
2021
Q1 		$382K Sell
8,131
-210
-3% -$10.2K 0.31% 44
2020
Q4 		$409K Sell
8,341
-1,171
-12% -$52.3K 0.36% 39
2020
Q3 		$426K Hold
9,512
– – 0.44% 31
2020
Q2 		$475K Buy
+9,512
New +$417K 0.52% 26

Other funds holding APO

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Vaughan & Co Securities's APO Position: Q3 2026 in Review

Vaughan & Co Securities increased its Apollo Global Management (APO) stake by 9.7% in Q3 2026, buying an estimated $38.3K and bringing the position to 3,400 shares worth $395K. The position accounts for 0.19% of the portfolio, ranked #49.

Vaughan & Co Securities first reported a position in APO in Q2 2020 and has held it in 26 quarters since. The position peaked at $687K in Q4 2024. 390 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • Vaughan & Co Securities held 3,400 shares of Apollo Global Management worth $395K as of Q3 2026.
  • Vaughan & Co Securities bought 302 Apollo Global Management shares in Q3 2026, an estimated $38.3K.
  • Apollo Global Management made up 0.19% of Vaughan & Co Securities's portfolio in Q3 2026, its #49 holding.
  • Vaughan & Co Securities first reported a position in Apollo Global Management in Q2 2020 and has held it in 26 quarters since.
  • Vaughan & Co Securities's Apollo Global Management position peaked at $687K in Q4 2024.
  • 390 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Vaughan & Co Securities's 13F filing for Q3 2026, filed 23 Oct 2026.