AMG National Trust Bank
BankPosition in APO — Apollo Global Management, Inc.
CIK 1388829
GREENWOOD VILLAGE, CO
Position in APO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$328,073
New position
Shares Held
2,773
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#798
of 1,165 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026AMG National Trust Bank holds $11,233,200 across 7 Asset Management names. APO ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
|
74,417 | $8,020,664 | |
| 2 | BLK |
BlackRock, Inc.
|
1,196 | $1,150,025 | |
| 3 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
52,204 | $672,387 | |
| 4 | STT |
State Street Corp
|
2,598 | $440,620 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
8,346 | $355,456 | |
| 6 | APO |
Apollo Global Management, Inc.
This page
|
2,773 | $328,073 | |
| 7 | NTRS |
Northern Trust Corp
|
1,530 | $265,975 |
All Filings in APO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,073 | 2,773 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||