Position in APO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,988,821
+$1,343,042 QoQ
Shares Held
33,715
+42.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#354
of 1,165 holders
Holding Since
Jun 2022
12 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, 2026Atria Investments, Inc holds $64,702,077 across 32 Asset Management names. APO ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
13,355 | $12,841,633 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
130,306 | $5,242,210 | |
| 3 | LDP |
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
|
246,045 | $5,206,312 | |
| 4 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
164,937 | $4,550,611 | |
| 5 | APO |
Apollo Global Management, Inc.
This page
|
33,715 | $3,988,821 | |
| 6 | BX |
Blackstone Inc.
|
31,789 | $3,740,611 | |
| 7 | SEIC |
Sei Investments Co
|
39,169 | $3,435,512 | |
| 8 | AMP |
Ameriprise Financial Inc
|
7,020 | $3,220,495 |
All Filings in APO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,988,821 | 33,715 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,645,779 | 23,746 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,050,237 | 21,071 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,890,284 | 29,191 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,330,439 | 30,524 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,208,440 | 30,732 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,882,372 | 17,452 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,435,495 | 19,498 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,084,236 | 9,183 | Shares | Sole | 2024-08-13 | |
| 2022-12-31 | $1,137,567 | 17,833 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,140,366 | 24,524 | 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. | ||||||