Position in APO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,536,147
+$84,639 QoQ
Shares Held
13,787
+37.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Derivatives in APO
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$24,840
PutShares
3,600
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 Mar 31, 2026CWM, LLC holds $147,411,641 across 277 Asset Management names. APO ranks #19 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
161,324 | $14,541,745 | |
| 2 | AMP |
Ameriprise Financial Inc
|
31,625 | $14,054,150 | |
| 3 | BLK |
BlackRock, Inc.
|
13,303 | $12,793,628 | |
| 4 | KKR |
KKR & Co. Inc.
|
121,243 | $11,214,977 | |
| 5 | BX |
Blackstone Inc.
|
89,727 | $10,317,707 | |
| 6 | NTRS |
Northern Trust Corp
|
66,054 | $9,219,156 | |
| 7 | IVZ |
Invesco Ltd.
|
296,702 | $7,206,891 | |
| 8 | PFG |
Principal Financial Group Inc
|
46,458 | $4,186,330 |
All Filings in APO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,840 | 3,600 | Put | Sole | 2026-05-14 | |
| 2026-03-31 | $1,536,147 | 13,787 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,451,508 | 10,027 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,382,009 | 10,370 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,300,947 | 9,170 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,084,017 | 7,916 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,199,391 | 7,262 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $825,780 | 6,611 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $910,437 | 7,711 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $810,876 | 7,211 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $533,699 | 5,727 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $498,886 | 5,558 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $410,395 | 5,343 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $320,158 | 5,069 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $298,409 | 4,678 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $178,281 | 3,834 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $161,971 | 3,341 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||