WHITTIER TRUST CO
BankPosition in APO — Apollo Global Management, Inc.
CIK 1137881
SOUTH PASADENA, CA
Position in APO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$716,721
+$23,466 QoQ
Shares Held
6,058
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#629
of 1,165 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WHITTIER TRUST CO holds $128,592,146 across 42 Asset Management names. APO ranks #9 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
520,954 | $61,300,656 | |
| 2 | KKR |
KKR & Co. Inc.
|
394,309 | $36,189,679 | |
| 3 | BLK |
BlackRock, Inc.
|
10,755 | $10,341,577 | |
| 4 | ARES |
Ares Management Corp
|
74,787 | $8,324,540 | |
| 5 | STT |
State Street Corp
|
19,332 | $3,278,707 | |
| 6 | NAC |
Nuveen California Quality Municipal Income Fund
|
211,287 | $2,560,798 | |
| 7 | ARCC |
Ares Capital Corp
|
83,330 | $1,544,104 | |
| 8 | GBAB |
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
|
100,514 | $1,453,432 |
All Filings in APO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $716,721 | 6,058 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $693,255 | 6,222 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $900,696 | 6,222 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $829,205 | 6,222 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $932,085 | 6,570 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $873,540 | 6,379 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,053,555 | 6,379 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $815,912 | 6,532 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $771,233 | 6,532 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $773,993 | 6,883 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $641,426 | 6,883 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $618,625 | 6,892 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $528,683 | 6,883 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $434,730 | 6,883 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $687,401 | 10,776 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $522,520 | 11,237 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $545,496 | 11,252 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $696,767 | 11,240 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||