Position in APO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,686,447
+$657,636 QoQ
Shares Held
24,111
+72.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Ancora Advisors LLC holds $27,846,776 across 37 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
347,907 | $10,496,354 | |
| 2 | RJF |
Raymond James Financial Inc
|
42,992 | $6,536,073 | |
| 3 | KKR |
KKR & Co. Inc.
|
42,298 | $3,882,109 | |
| 4 | GDL |
Gdl Fund
|
148,158 | $1,254,898 | |
| 5 | ADX |
Adams Diversified Equity Fund, Inc.
|
40,046 | $1,023,175 | |
| 6 | BAM |
Brookfield Asset Management Ltd.
|
22,184 | $994,952 | |
| 7 | AMP |
Ameriprise Financial Inc
|
1,603 | $735,392 | |
| 8 | TPG |
TPG Inc.
|
13,000 | $527,150 |
All Filings in APO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,686,447 | 24,111 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,028,811 | 14,015 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,424,389 | 10,688 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $807,098 | 5,689 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $42,451 | 310 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $51,199 | 310 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $38,722 | 310 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $36,601 | 310 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $34,859 | 310 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $28,888 | 310 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $27,825 | 310 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $23,811 | 310 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $18,505 | 293 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $366,027 | 5,738 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $274,629 | 5,906 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $298,636 | 6,160 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $367,166 | 5,923 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||