Plante Moran Financial Advisors, LLC
Position in APO — Apollo Global Management, Inc.
CIK 1424717
SOUTHFIELD, MI
Position in APO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$236
-$3,817 QoQ
Shares Held
2
-92.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,156
of 1,165 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $633,547 across 35 Asset Management names. APO ranks #34 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
826 | $97,195 | |
| 2 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
9,218 | $90,428 | |
| 3 | PHYS |
Sprott Physical Gold Trust
|
2,478 | $74,761 | |
| 4 | BLK |
BlackRock, Inc.
|
67 | $64,424 | |
| 5 | PFG |
Principal Financial Group Inc
|
547 | $58,955 | |
| 6 | VCTR |
Victory Capital Holdings, Inc.
|
640 | $53,798 | |
| 7 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
2,839 | $41,279 | |
| 8 | ARES |
Ares Management Corp
|
255 | $28,384 |
All Filings in APO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236 | 2 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $4,053 | 28 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $8,529 | 64 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $9,079 | 64 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $8,764 | 64 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $10,570 | 64 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $7,994 | 64 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $7,556 | 64 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,196 | 64 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||