MassMutual Private Wealth & Trust, FSB
Position in APO — Apollo Global Management, Inc.
CIK 1103653
Windsor, CT
Position in APO
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$203,493
+$32,018 QoQ
Shares Held
1,720
+11.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#58
of 88 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MassMutual Private Wealth & Trust, FSB holds $59,034,306 across 51 Asset Management names. APO ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
68,355 | $31,358,539 | |
| 2 | BLK |
BlackRock, Inc.
|
16,550 | $15,913,818 | |
| 3 | BX |
Blackstone Inc.
|
72,616 | $8,544,724 | |
| 4 | ADX |
Adams Diversified Equity Fund, Inc.
|
44,936 | $1,148,114 | |
| 5 | APO |
Apollo Global Management, Inc.
This page
|
1,720 | $203,493 | |
| 6 | STT |
State Street Corp
|
1,128 | $191,308 | |
| 7 | ARES |
Ares Management Corp
|
1,711 | $190,451 | |
| 8 | KKR |
KKR & Co. Inc.
|
1,981 | $181,816 |
All Filings in APO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,493 | 1,720 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $171,475 | 1,539 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $249,131 | 1,721 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $216,830 | 1,627 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $221,742 | 1,563 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $150,497 | 1,099 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $135,596 | 821 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $38,347 | 307 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $54,784 | 464 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $13,269 | 118 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $10,344 | 111 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $9,694 | 108 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $8,065 | 105 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $7,516 | 119 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $6,379 | 100 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $3,906 | 84 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $145 | 3 | Shares | Sole | 2022-07-07 | |
| No filing history on record for this holder in this stock. | ||||||