EVERGREEN CAPITAL MANAGEMENT LLC
Position in APO — Apollo Global Management, Inc.
CIK 1260824
Bellevue, WA
Position in APO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$785,577
-$318,929 QoQ
Shares Held
6,640
-33.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#600
of 1,165 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 22%
Shared 78%
None 0%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $157,301,087 across 48 Asset Management names. APO ranks #22 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EDD |
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
|
3,508,478 | $20,629,850 | |
| 2 | TEI |
Templeton Emerging Markets Income Fund
|
2,235,663 | $15,068,368 | |
| 3 | CEF |
Sprott Physical Gold & Silver Trust
|
359,926 | $14,479,822 | |
| 4 | FAX |
Abrdn Asia-Pacific Income Fund, Inc.
|
946,524 | $13,923,368 | |
| 5 | ARES |
Ares Management Corp
|
104,918 | $11,678,422 | |
| 6 | FSCO |
FS Credit Opportunities Corp.
|
2,160,222 | $10,779,507 | |
| 7 | BLK |
BlackRock, Inc.
|
8,745 | $8,408,841 | |
| 8 | DBL |
DoubleLine Opportunistic Credit Fund
|
560,669 | $8,062,420 |
All Filings in APO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $785,577 | 6,640 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $1,104,506 | 9,913 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $554,140 | 3,828 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $444,854 | 3,338 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $383,048 | 2,700 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $467,102 | 3,411 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $483,422 | 2,927 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $437,184 | 3,500 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $421,509 | 3,570 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $414,152 | 3,683 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $383,383 | 4,114 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $369,272 | 4,114 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $307,623 | 4,005 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $213,038 | 3,373 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $212,802 | 3,336 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $214,299 | 3,457 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||