J.Safra Asset Management Corp

Position in APO — Apollo Global Management, Inc.

CIK 1535293 NEW YORK, NY

Position in APO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,406,232

+$247,799 QoQ

Shares Held

11,886

+14.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#501

of 1,162 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

J.Safra Asset Management Corp holds $3,337,554 across 8 Asset Management names. APO ranks #1 (42.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APO	Apollo Global Management, Inc. This page	11,886	$1,406,232
2	BLK	BlackRock, Inc.	989	$950,982
3	BEN	Franklin Resources Inc	24,064	$800,609
4	BX	Blackstone Inc.	784	$92,253
5	KKR	KKR & Co. Inc.	831	$76,269
6	WT	WisdomTree, Inc.	320	$5,420
7	RJF	Raymond James Financial Inc	23	$3,496
8	AMP	Ameriprise Financial Inc	5	$2,293

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,406,232	11,886	+14.3%	Shares	Sole	2026-08-06
2026-03-31	$1,158,433	10,397	-6.2%	Shares	Sole	2026-05-04
2025-12-31	$1,605,098	11,088	+40.4%	Shares	Sole	2026-02-11
2025-09-30	$1,052,166	7,895	+30.9%	Shares	Sole	2025-10-29
2025-06-30	$855,617	6,031	+14.1%	Shares	Sole	2025-10-29
2025-03-31	$724,001	5,287	+68.7%	Shares	Sole	2025-10-29
2024-12-31	$517,611	3,134	+75.9%	Shares	Sole	2025-02-06
2024-09-30	$222,589	1,782	+75.4%	Shares	Sole	2024-11-13
2024-06-30	$119,959	1,016	+192.0%	Shares	Sole	2024-07-17
2024-03-31	$39,132	348	+709.3%	Shares	Sole	2024-05-09
2023-12-31	$4,007	43	—	Shares	Sole	2024-02-02
No filing history on record for this holder in this stock.