Position in APO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,307,798
+$82,401 QoQ
Shares Held
11,054
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#519
of 1,169 holders
Holding Since
Mar 2022
18 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, 2026SFMG, LLC holds $26,190,928 across 16 Asset Management names. APO ranks #7 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
342,928 | $6,354,455 | |
| 2 | BXSL |
Blackstone Secured Lending Fund
|
231,526 | $5,489,481 | |
| 3 | BLK |
BlackRock, Inc.
|
5,476 | $5,265,502 | |
| 4 | MSDL |
Morgan Stanley Direct Lending Fund
|
159,722 | $2,414,996 | |
| 5 | PSUS |
Pershing Square USA, Ltd.
|
49,445 | $1,848,254 | |
| 6 | BX |
Blackstone Inc.
|
11,458 | $1,348,262 | |
| 7 | APO |
Apollo Global Management, Inc.
This page
|
11,054 | $1,307,798 | |
| 8 | PS |
Pershing Square Inc.
|
14,833 | $487,412 |
All Filings in APO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,307,798 | 11,054 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||