Crestwood Advisors Group, LLC
Position in APO — Apollo Global Management, Inc.
CIK 1426853
BOSTON, MA
Position in APO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$401,307
+$134,234 QoQ
Shares Held
3,392
+41.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#750
of 1,165 holders
Holding Since
Sep 2025
4 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, 2026Crestwood Advisors Group, LLC holds $102,518,149 across 23 Asset Management names. APO ranks #13 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
492,942 | $58,004,485 | |
| 2 | SEIC |
Sei Investments Co
|
197,095 | $17,287,202 | |
| 3 | AB |
Alliancebernstein Holding L.P.
|
214,633 | $7,559,374 | |
| 4 | ARCC |
Ares Capital Corp
|
396,855 | $7,353,722 | |
| 5 | STT |
State Street Corp
|
20,671 | $3,505,801 | |
| 6 | BLK |
BlackRock, Inc.
|
2,129 | $2,047,161 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
22,830 | $972,329 | |
| 8 | TROW |
Price T Rowe Group Inc
|
6,215 | $706,583 |
All Filings in APO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $401,307 | 3,392 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $267,073 | 2,397 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $271,569 | 1,876 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $209,233 | 1,570 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||