Focus Partners Wealth

Position in APO — Apollo Global Management, Inc.

CIK 1542153 ST LOUIS, MO

Position in APO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$362,601,014

+$159,274,593 QoQ

Shares Held

3,254,362

+131.7% QoQ

Ownership

0.564%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 45.32041339240571.ToString("F0")% Shared 0.ToString("F0")% None 54.67958660759429.ToString("F0")%

Financial Services · as of Mar 31, 2026

Focus Partners Wealth holds $1,352,411,274 across 170 Asset Management names. APO ranks #1 (26.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APO	Apollo Global Management, Inc. This page	3,254,362	$362,601,014
2	BX	Blackstone Inc.	2,510,528	$288,685,614
3	BLK	BlackRock, Inc.	187,523	$180,342,744
4	BN	BROOKFIELD Corp /ON/	1,434,504	$58,054,376
5	BPRE	Bluerock Private Real Estate Fund	3,020,285	$50,166,933
6	KKR	KKR & Co. Inc.	421,746	$39,011,505
7	EOI	Eaton Vance Enhanced Equity Income Fund	1,472,565	$27,654,770
8	ARCC	Ares Capital Corp	1,163,561	$20,967,369

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$362,601,014	3,254,362	+131.7%	Shares	Sole	2026-05-15
2025-12-31	$203,326,421	1,404,576	+2560.3%	Shares	Sole	2026-02-13
2025-09-30	$7,036,389	52,798	+2.0%	Shares	Sole	2025-11-14
2025-06-30	$7,346,454	51,783	+9.3%	Shares	Sole	2025-08-14
2025-03-31	$6,485,067	47,357	+8.5%	Shares	Sole	2025-05-20
2024-12-31	$7,206,095	43,631	+44.7%	Shares	Sole	2025-05-29
2024-09-30	$3,767,160	30,159	+3.9%	Shares	Sole	2024-11-14
2024-06-30	$3,426,273	29,019	+7.1%	Shares	Sole	2024-08-15
2024-03-31	$3,046,832	27,095	+9.5%	Shares	Sole	2024-05-16
2023-12-31	$2,306,359	24,749	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.