EP Wealth Advisors, LLC

Position in APO — Apollo Global Management, Inc.

CIK 1540569 TORRANCE, CA

Position in APO

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$3,176,918

-$1,222,627 QoQ

Shares Held

28,513

-6.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

12 quarters on record

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

Financial Services · as of Mar 31, 2026

EP Wealth Advisors, LLC holds $132,262,674 across 45 Asset Management names. APO ranks #6 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	64,906	$62,420,749
2	EMO	ClearBridge Energy Midstream Opportunity Fund Inc.	303,753	$16,044,233
3	KKR	KKR & Co. Inc.	89,792	$8,305,760
4	FAX	Abrdn Asia-Pacific Income Fund, Inc.	544,068	$7,845,460
5	VVR	Invesco Senior Income Trust	1,912,308	$6,157,631
6	APO	Apollo Global Management, Inc. This page	28,513	$3,176,918
7	BX	Blackstone Inc.	27,456	$3,157,165
8	OBDC	Blue Owl Capital Corp	281,070	$3,108,634

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,176,918	28,513	-6.2%	Shares	Sole	2026-05-14
2025-12-31	$4,399,545	30,392	+644.5%	Shares	Sole	2026-02-18
2025-06-30	$579,113	4,082	-22.8%	Shares	Sole	2025-08-14
2025-03-31	$724,275	5,289	-4.9%	Shares	Sole	2025-05-15
2024-12-31	$918,289	5,560	+1.9%	Shares	Sole	2025-02-14
2024-09-30	$681,508	5,456	+61.7%	Shares	Sole	2024-11-15
2024-06-30	$398,486	3,375	+5.8%	Shares	Sole	2024-08-19
2024-03-31	$358,715	3,190	+12.4%	Shares	Sole	2024-05-14
2023-12-31	$264,380	2,837	+11.8%	Shares	Sole	2024-02-28
2023-09-30	$227,721	2,537	-65.5%	Shares	Sole	2023-11-24
2022-06-30	$356,424	7,352	+69.8%	Shares	Sole	2022-08-11
2022-03-31	$268,354	4,329	—	Shares	Sole	2022-05-20
No filing history on record for this holder in this stock.