Position in APO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,480,649
+$89,348 QoQ
Shares Held
12,515
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#491
of 1,165 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026RATIONAL ADVISORS, INC. holds $2,699,563 across 4 Asset Management names. APO ranks #1 (54.8% of the industry book) .
All Filings in APO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,480,649 | 12,515 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $1,391,301 | 12,487 | Shares | Other | 2026-05-07 | |
| 2025-12-31 | $2,618,274 | 18,087 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $3,302,430 | 24,780 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $3,865,106 | 27,244 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $2,998,986 | 21,900 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $3,617,004 | 21,900 | Shares | Other | 2025-01-31 | |
| 2024-09-30 | $4,646,652 | 37,200 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $3,483,065 | 29,500 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $3,339,765 | 29,700 | Shares | Other | 2024-04-23 | |
| 2023-12-31 | $2,767,743 | 29,700 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,498,992 | 16,700 | Shares | Other | 2023-11-09 | |
| 2023-06-30 | $942,919 | 12,276 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $366,391 | 5,801 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $49,309 | 773 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $35,014 | 753 | Shares | Other | 2022-11-08 | |
| 2022-06-30 | $34,469 | 711 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $36,884 | 595 | Shares | Other | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||