Position in APO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$477,854
+$183,706 QoQ
Shares Held
4,039
+53.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#704
of 1,165 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026GREENLEAF TRUST holds $17,893,663 across 19 Asset Management names. APO ranks #12 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
17,295 | $2,933,231 | |
| 2 | BLK |
BlackRock, Inc.
|
2,999 | $2,883,717 | |
| 3 | BX |
Blackstone Inc.
|
18,604 | $2,189,132 | |
| 4 | NTRS |
Northern Trust Corp
|
12,575 | $2,186,037 | |
| 5 | AMP |
Ameriprise Financial Inc
|
2,477 | $1,136,348 | |
| 6 | KKR |
KKR & Co. Inc.
|
8,655 | $794,355 | |
| 7 | EQH |
Equitable Holdings, Inc.
|
17,559 | $770,488 | |
| 8 | PFG |
Principal Financial Group Inc
|
6,411 | $690,977 |
All Filings in APO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $477,854 | 4,039 | Shares | Defined | 2026-07-21 | |
| 2026-03-31 | $294,148 | 2,640 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $522,293 | 3,608 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $435,393 | 3,267 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $409,436 | 2,886 | Shares | Defined | 2025-07-17 | |
| 2025-03-31 | $331,120 | 2,418 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $349,148 | 2,114 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $235,580 | 1,886 | Shares | Defined | 2024-10-22 | |
| 2024-06-30 | $219,846 | 1,862 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $206,908 | 1,840 | Shares | Defined | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||