Position in APO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,225,397
-$388,387 QoQ
Shares Held
10,998
-1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026SFMG, LLC holds $24,262,463 across 14 Asset Management names. APO ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
352,188 | $6,346,427 | |
| 2 | BXSL |
Blackstone Secured Lending Fund
|
232,861 | $5,516,477 | |
| 3 | BLK |
BlackRock, Inc.
|
5,542 | $5,329,796 | |
| 4 | MSDL |
Morgan Stanley Direct Lending Fund
|
208,725 | $2,913,801 | |
| 5 | BX |
Blackstone Inc.
|
11,324 | $1,302,146 | |
| 6 | APO |
Apollo Global Management, Inc.
This page
|
10,998 | $1,225,397 | |
| 7 | PDI |
PIMCO Dynamic Income Fund
|
20,000 | $342,200 | |
| 8 | MYI |
Blackrock Muniyield Quality Fund III, Inc.
|
26,645 | $280,038 |
All Filings in APO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,225,397 | 10,998 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,613,784 | 11,148 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,281,257 | 9,614 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,034,516 | 7,292 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $999,525 | 7,299 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,195,262 | 7,237 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $901,850 | 7,220 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $843,137 | 7,141 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $855,632 | 7,609 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $704,702 | 7,562 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $676,072 | 7,532 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $499,265 | 6,500 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $407,950 | 6,459 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $409,786 | 6,424 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $296,995 | 6,387 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $307,411 | 6,341 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $390,413 | 6,298 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||