Evercore Wealth Management, LLC
Position in APO — Apollo Global Management, Inc.
CIK 1482689
New York, NY
Position in APO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$352,563
+$20,420 QoQ
Shares Held
2,980
-0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#776
of 1,165 holders
Holding Since
Mar 2022
18 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, 2026Evercore Wealth Management, LLC holds $321,397,391 across 13 Asset Management names. APO ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
1,349,169 | $158,756,715 | |
| 2 | BLK |
BlackRock, Inc.
|
105,813 | $101,745,547 | |
| 3 | ARCC |
Ares Capital Corp
|
3,007,303 | $55,725,323 | |
| 4 | BXSL |
Blackstone Secured Lending Fund
|
50,297 | $1,192,541 | |
| 5 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
62,814 | $809,044 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
15,037 | $640,425 | |
| 7 | STT |
State Street Corp
|
3,545 | $601,232 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
49,800 | $541,326 |
All Filings in APO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,563 | 2,980 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $332,143 | 2,981 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $431,529 | 2,981 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $397,277 | 2,981 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $422,914 | 2,981 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $408,218 | 2,981 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $550,147 | 3,331 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $415,950 | 3,330 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $393,173 | 3,330 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $499,278 | 4,440 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $460,358 | 4,940 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $544,843 | 6,070 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $461,858 | 6,013 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $456,394 | 7,226 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $484,166 | 7,590 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $352,935 | 7,590 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $367,963 | 7,590 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $470,504 | 7,590 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||