WT
APO.PRA

Whittier Trust’s Apollo Global Management Series A APO.PRA Stock Holding History

Whittier Trust’s Portfolio APO.PRA Stock Details APO.PRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$111K Hold
1,775
– – ﹤0.01% 727
2026
Q1 		$100K Hold
1,775
– – ﹤0.01% 710
2025
Q4 		$141K Buy
+1,775
New +$124K ﹤0.01% 670

Other funds holding APO.PRA

Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
AAM
Alken Asset Management London, United Kingdom $89.6M AUM 3.28% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
PSC
Piper Sandler & Co Minneapolis, Minnesota $135M AUM 0.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Whittier Trust's APO.PRA Position: Q2 2026 in Review

Whittier Trust held its Apollo Global Management Series A (APO.PRA) position steady in Q2 2026 at 1,775 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Whittier Trust first reported a position in APO.PRA in Q4 2025 and has held it in 3 quarters since. The position peaked at $141K in Q4 2025. 11 funds tracked by Wall St. Rank hold APO.PRA as of Q2 2026.

  • Whittier Trust held 1,775 shares of Apollo Global Management Series A worth $111K as of Q2 2026.
  • Whittier Trust left its Apollo Global Management Series A share count unchanged in Q2 2026.
  • Apollo Global Management Series A made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #727 holding.
  • Whittier Trust first reported a position in Apollo Global Management Series A in Q4 2025 and has held it in 3 quarters since.
  • Whittier Trust's Apollo Global Management Series A position peaked at $141K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Apollo Global Management Series A as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.