Position in APO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$121,504
-$21,336 QoQ
Shares Held
1,027
-19.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#940
of 1,165 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Coastline Trust Co holds $8,936,802 across 11 Asset Management names. APO ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEF |
Sprott Physical Gold & Silver Trust
|
86,358 | $3,474,182 | |
| 2 | BX |
Blackstone Inc.
|
17,722 | $2,085,346 | |
| 3 | BLK |
BlackRock, Inc.
|
1,395 | $1,341,376 | |
| 4 | ARES |
Ares Management Corp
|
10,134 | $1,128,015 | |
| 5 | TROW |
Price T Rowe Group Inc
|
2,720 | $309,236 | |
| 6 | APO |
Apollo Global Management, Inc.
This page
|
1,027 | $121,504 | |
| 7 | KKR |
KKR & Co. Inc.
|
1,212 | $111,237 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
2,277 | $96,977 |
All Filings in APO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $121,504 | 1,027 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $142,840 | 1,282 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $240,880 | 1,664 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $328,376 | 2,464 | Shares | Defined | 2025-10-21 | |
| 2025-06-30 | $331,265 | 2,335 | Shares | Defined | 2025-07-17 | |
| 2025-03-31 | $2,334,689 | 17,049 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $2,753,052 | 16,669 | Shares | Defined | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||