Position in APO
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$252,700
-$147,561 QoQ
Shares Held
2,268
-18.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 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, 2026Sigma Planning Corp holds $28,941,778 across 43 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
171,155 | $3,171,502 | |
| 2 | TROW |
Price T Rowe Group Inc
|
22,229 | $2,527,215 | |
| 3 | BEN |
Franklin Resources Inc
|
63,766 | $2,121,494 | |
| 4 | MSIF |
Msc Income Fund, Inc.
|
182,577 | $2,112,415 | |
| 5 | BX |
Blackstone Inc.
|
14,626 | $1,721,041 | |
| 6 | UTG |
Reaves Utility Income Fund
|
37,286 | $1,518,285 | |
| 7 | MAIN |
Main Street Capital CORP
|
27,001 | $1,400,811 | |
| 8 | FSK |
FS KKR Capital Corp
|
124,538 | $1,307,649 |
All Filings in APO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $252,700 | 2,268 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $400,261 | 2,765 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $485,102 | 3,640 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $391,703 | 2,761 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $349,881 | 2,555 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $422,314 | 2,557 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $317,396 | 2,541 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $306,037 | 2,592 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $282,586 | 2,513 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $224,774 | 2,412 | Shares | Sole | 2024-02-01 | |
| 2023-06-30 | $415,388 | 5,408 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $534,333 | 8,460 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $542,533 | 8,505 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $395,064 | 8,496 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $413,243 | 8,524 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $662,239 | 10,683 | Shares | Sole | 2022-04-20 | |
| No filing history on record for this holder in this stock. | ||||||