Chesley Taft & Associates LLC
Position in APO — Apollo Global Management, Inc.
CIK 1164632
CHICAGO, IL
Position in APO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$617,341
+$33,612 QoQ
Shares Held
5,218
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#655
of 1,161 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Chesley Taft & Associates LLC holds $20,881,081 across 9 Asset Management names. APO ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
66,521 | $7,827,525 | |
| 2 | BLK |
BlackRock, Inc.
|
4,460 | $4,288,557 | |
| 3 | NTRS |
Northern Trust Corp
|
23,528 | $4,090,107 | |
| 4 | AMP |
Ameriprise Financial Inc
|
5,331 | $2,445,648 | |
| 5 | APO |
Apollo Global Management, Inc.
This page
|
5,218 | $617,341 | |
| 6 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
13,139 | $513,077 | |
| 7 | EQH |
Equitable Holdings, Inc.
|
9,670 | $424,318 | |
| 8 | PFG |
Principal Financial Group Inc
|
3,130 | $337,351 |
All Filings in APO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $617,341 | 5,218 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $583,729 | 5,239 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $657,934 | 4,545 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $605,712 | 4,545 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $644,799 | 4,545 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $622,392 | 4,545 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $759,736 | 4,600 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $574,586 | 4,600 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $841,012 | 7,123 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $807,166 | 7,178 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $676,838 | 7,263 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||