James T. Borello RIA
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James T. Borello RIA’s Apollo Global Management APO Stock Holding History

James T. Borello RIA’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 		$20.5K Sell
177
-13
-7% -$1.65K ﹤0.01% 417
2026
Q2 		$22.5K Buy
190
+67
+54% +$8.42K ﹤0.01% 387
2026
Q1 		$13.7K Sell
123
-11
-8% -$1.36K ﹤0.01% 470
2025
Q4 		$19.4K Buy
134
+74
+123% +$9.8K 0.01% 285
2025
Q3 		$8K Buy
+60
New +$8.49K ﹤0.01% 346

Other funds holding APO

Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 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
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Maestria Partners
Maestria Partners Atlanta, Georgia $298M AUM 13.91% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Access Investment Management
Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

James T. Borello RIA's APO Position: Q3 2026 in Review

James T. Borello RIA reduced its Apollo Global Management (APO) stake by 6.8% in Q3 2026, selling an estimated $1.65K and leaving 177 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

James T. Borello RIA first reported a position in APO in Q3 2025 and has held it in 5 quarters since. The position peaked at $22.5K in Q2 2026. 262 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • James T. Borello RIA held 177 shares of Apollo Global Management worth $20.5K as of Q3 2026.
  • James T. Borello RIA sold 13 Apollo Global Management shares in Q3 2026, an estimated $1.65K.
  • Apollo Global Management made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #417 holding.
  • James T. Borello RIA first reported a position in Apollo Global Management in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Apollo Global Management position peaked at $22.5K in Q2 2026.
  • 262 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.