Private Wealth Partners, LLC
Position in APO — Apollo Global Management, Inc.
CIK 1335851
MILL VALLEY, CA
Position in APO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$223,842
-$25,961 QoQ
Shares Held
1,892
-15.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#894
of 1,165 holders
Holding Since
Jun 2024
9 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, 2026Private Wealth Partners, LLC holds $26,369,253 across 7 Asset Management names. APO ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
126,512 | $11,611,271 | |
| 2 | TPG |
TPG Inc.
|
155,643 | $6,311,323 | |
| 3 | BX |
Blackstone Inc.
|
39,050 | $4,595,013 | |
| 4 | GDV |
Gabelli Dividend & Income Trust
|
79,859 | $2,347,854 | |
| 5 | NTRS |
Northern Trust Corp
|
4,075 | $708,398 | |
| 6 | STT |
State Street Corp
|
3,370 | $571,552 | |
| 7 | APO |
Apollo Global Management, Inc.
This page
|
1,892 | $223,842 |
All Filings in APO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,842 | 1,892 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $249,803 | 2,242 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,918,359 | 13,252 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,851,978 | 21,400 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,272,048 | 16,015 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,252,316 | 9,145 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,362,570 | 8,250 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,047,994 | 8,390 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $484,087 | 4,100 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||