B. Riley Wealth Advisors, Inc.
Position in APO — Apollo Global Management, Inc.
CIK 1464811
MEMPHIS, TN
Position in APO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$782,502
+$101,058 QoQ
Shares Held
6,614
+8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#602
of 1,165 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Derivatives in APO
reported options exposure · as of Jun 30, 2025CallValue
$234,085
CallShares
1,650
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $51,293,701 across 79 Asset Management names. APO ranks #11 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STEW |
SRH Total Return Fund, Inc.
|
405,048 | $7,250,359 | |
| 2 | BX |
Blackstone Inc.
|
55,522 | $6,533,273 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
454,953 | $5,918,938 | |
| 4 | AB |
Alliancebernstein Holding L.P.
|
75,577 | $2,661,821 | |
| 5 | GLAD |
Gladstone Capital Corp
|
135,581 | $2,632,983 | |
| 6 | RA |
Brookfield Real Assets Income Fund Inc.
|
133,545 | $1,720,059 | |
| 7 | CSWC |
Capital Southwest Corp
|
69,775 | $1,658,551 | |
| 8 | MAIN |
Main Street Capital CORP
|
26,913 | $1,396,246 |
All Filings in APO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $782,502 | 6,614 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $681,444 | 6,116 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $928,056 | 6,411 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,316,840 | 9,881 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,717,761 | 12,108 | Shares | Sole | 2025-08-19 | |
| 2025-06-30 | $234,085 | 1,650 | Call | Sole | 2025-08-19 | |
| 2024-12-31 | $3,804,130 | 23,033 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $3,057,796 | 24,480 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $3,115,985 | 26,391 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,302,058 | 11,579 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,200,007 | 12,877 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $1,039,331 | 11,579 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $800,360 | 10,420 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $674,611 | 10,681 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $745,896 | 11,693 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $577,065 | 12,410 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $1,176,221 | 24,262 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,463,335 | 23,606 | Shares | Other | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||