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Western Financial Corp’s Apollo Global Management APO Stock Holding History

Western Financial Corp’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
-5,964
Closed -$863K – 128
2025
Q4 		$863K Sell
5,964
-8,619
-59% -$1.14M 0.34% 65
2025
Q3 		$1.94M Buy
14,583
+233
+2% +$33K 0.85% 29
2025
Q2 		$2.04M Sell
14,350
-32
-0.2% -$4.24K 1.09% 23
2025
Q1 		$1.97M Sell
14,382
-357
-2% -$54.9K 1.14% 19
2024
Q4 		$2.43M Sell
14,739
-1,605
-10% -$254K 1.34% 10
2024
Q3 		$2.04M Buy
16,344
+642
+4% +$74.1K 1.16% 17
2024
Q2 		$1.85M Buy
15,702
+8,190
+109% +$929K 1.12% 21
2024
Q1 		$845K Buy
+7,512
New +$793K 0.52% 61

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

Western Financial Corp's APO Position: Q1 2026 in Review

Western Financial Corp sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 5,964 shares — an estimated $863K sold.

Western Financial Corp first reported a position in APO in Q1 2024 and held it in 8 quarters. The position peaked at $2.43M in Q4 2024. 1,130 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Western Financial Corp reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
  • Western Financial Corp sold 5,964 Apollo Global Management shares in Q1 2026, an estimated $863K.
  • Western Financial Corp first reported a position in Apollo Global Management in Q1 2024 and held it in 8 quarters.
  • Western Financial Corp's Apollo Global Management position peaked at $2.43M in Q4 2024.
  • 1,130 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Western Financial Corp's 13F filing for Q1 2026, filed 23 Apr 2026.