West Financial Advisors’s Apollo Global Management APO Stock Holding History

West 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	$5.39K	Buy	+46	New	+$5.78K	﹤0.01%	151

Other funds holding APO

OCP

OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return

JIC

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

Spinecap SAS Paris, France $335M AUM 16.94% 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

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 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

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

West Financial Advisors opened a new position in Apollo Global Management (APO) in Q2 2026: 46 shares worth $5.39K. The stake represents ﹤0.01% of the portfolio and ranks #151 among its holdings.

365 funds tracked by Wall St. Rank hold APO as of Q2 2026.

West Financial Advisors held 46 shares of Apollo Global Management worth $5.39K as of Q2 2026.
Apollo Global Management was a new West Financial Advisors position in Q2 2026.
Apollo Global Management made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #151 holding.
365 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.