Atria Investments, Inc

Position in APO — Apollo Global Management, Inc.

CIK 1535865 Charlotte, NC

Position in APO

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$2,645,779

-$404,458 QoQ

Shares Held

23,746

+12.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

11 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Atria Investments, Inc holds $57,245,901 across 36 Asset Management names. APO ranks #6 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	14,459	$13,905,364
2	CEF	Sprott Physical Gold & Silver Trust	119,227	$5,689,512
3	AMP	Ameriprise Financial Inc	8,329	$3,701,407
4	SEIC	Sei Investments Co	39,457	$3,096,190
5	RJF	Raymond James Financial Inc	19,096	$2,764,909
6	APO	Apollo Global Management, Inc. This page	23,746	$2,645,779
7	KKR	KKR & Co. Inc.	26,160	$2,419,800
8	BX	Blackstone Inc.	20,909	$2,404,325

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,645,779	23,746	+12.7%	Shares	Sole	2026-05-05
2025-12-31	$3,050,237	21,071	-27.8%	Shares	Sole	2026-02-05
2025-09-30	$3,890,284	29,191	-4.4%	Shares	Sole	2025-11-06
2025-06-30	$4,330,439	30,524	-0.7%	Shares	Sole	2025-08-04
2025-03-31	$4,208,440	30,732	+76.1%	Shares	Sole	2025-05-06
2024-12-31	$2,882,372	17,452	-10.5%	Shares	Sole	2025-02-06
2024-09-30	$2,435,495	19,498	+112.3%	Shares	Sole	2024-11-01
2024-06-30	$1,084,236	9,183	-48.5%	Shares	Sole	2024-08-13
2022-12-31	$1,137,567	17,833	-27.3%	Shares	Sole	2023-01-31
2022-09-30	$1,140,366	24,524	+0.4%	Shares	Sole	2022-11-01
2022-06-30	$1,184,075	24,424	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.