OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

Position in APO — Apollo Global Management, Inc.

CIK 1005607 SAN FRANCISCO, CA

Position in APO

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$3,811,474

-$348,837 QoQ

Shares Held

32,216

-13.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#359

of 1,165 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC holds $4,196,076 across 3 Asset Management names. APO ranks #1 (90.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APO	Apollo Global Management, Inc. This page	32,216	$3,811,474
2	NTRS	Northern Trust Corp	1,300	$225,992
3	NCA	Nuveen California Municipal Value Fund	17,000	$158,610

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,811,474	32,216	-13.7%	Shares	Sole	2026-08-04
2026-03-31	$4,160,311	37,339	+25.8%	Shares	Sole	2026-04-27
2025-12-31	$4,295,318	29,672	-1.2%	Shares	Sole	2026-01-27
2025-09-30	$4,003,430	30,040	+1.4%	Shares	Sole	2025-10-30
2025-06-30	$4,204,033	29,633	-16.7%	Shares	Sole	2025-08-12
2024-12-31	$5,875,236	35,573	-39.9%	Shares	Sole	2025-01-24
2024-09-30	$7,391,174	59,172	+0.3%	Shares	Sole	2024-10-23
2024-06-30	$6,965,421	58,994	+1.9%	Shares	Sole	2024-07-22
2024-03-31	$6,511,867	57,909	+0.2%	Shares	Sole	2024-04-25
2023-12-31	$5,388,152	57,819	-0.2%	Shares	Sole	2024-01-22
2023-09-30	$5,202,758	57,963	+1.1%	Shares	Sole	2023-10-26
2023-06-30	$4,403,363	57,328	+14.1%	Shares	Sole	2023-07-20
2023-03-31	$3,174,295	50,258	—	Shares	Sole	2023-04-24
No filing history on record for this holder in this stock.