Position in APO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,892
+$221 QoQ
Shares Held
16
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,124
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, 2026WestEnd Advisors, LLC holds $20,161 across 13 Asset Management names. APO ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
5 | $4,807 | |
| 2 | BX |
Blackstone Inc.
|
26 | $3,059 | |
| 3 | KKR |
KKR & Co. Inc.
|
25 | $2,294 | |
| 4 | APO |
Apollo Global Management, Inc.
This page
|
16 | $1,892 | |
| 5 | STT |
State Street Corp
|
10 | $1,696 | |
| 6 | AMP |
Ameriprise Financial Inc
|
3 | $1,376 | |
| 7 | NTRS |
Northern Trust Corp
|
6 | $1,043 | |
| 8 | RJF |
Raymond James Financial Inc
|
6 | $912 |
All Filings in APO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,892 | 16 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,671 | 15 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,171 | 15 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,332 | 10 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,418 | 10 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,780 | 13 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $660 | 4 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||