SMH CAPITAL ADVISORS INC
Position in APO — Apollo Global Management, Inc.
CIK 1180391
FORT WORTH, TX
Position in APO
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$23,509
-$248,060 QoQ
Shares Held
211
-88.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
14 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 Mar 31, 2026SMH CAPITAL ADVISORS INC holds $273,983 across 20 Asset Management names. APO ranks #5 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAIN |
Main Street Capital CORP
|
1,000 | $52,960 | |
| 2 | CG |
Carlyle Group Inc.
|
911 | $44,083 | |
| 3 | CSWC |
Capital Southwest Corp
|
1,733 | $38,333 | |
| 4 | TRIN |
Trinity Capital Inc.
|
2,517 | $37,025 | |
| 5 | APO |
Apollo Global Management, Inc.
This page
|
211 | $23,509 | |
| 6 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
318 | $11,686 | |
| 7 | HTGC |
Hercules Capital, Inc.
|
607 | $8,965 | |
| 8 | OWL |
Blue Owl Capital Inc.
|
795 | $7,258 |
All Filings in APO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,509 | 211 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $271,569 | 1,876 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $249,881 | 1,875 | Shares | Sole | 2025-11-13 | |
| 2024-09-30 | $1,349,652 | 10,805 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,331,121 | 11,274 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,331,070 | 11,837 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,123,964 | 12,061 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,095,610 | 12,206 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,061,975 | 13,826 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $878,239 | 13,905 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $924,572 | 14,494 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $673,785 | 14,490 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $729,866 | 15,055 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $817,028 | 13,180 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||