TD PRIVATE CLIENT WEALTH LLC
Position in APO — Apollo Global Management, Inc.
CIK 1551017
NEW YORK, NY
Position in APO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$937,961
+$473,563 QoQ
Shares Held
7,928
+90.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#571
of 1,165 holders
Holding Since
Mar 2022
18 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $10,750,847 across 30 Asset Management names. APO ranks #3 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,032 | $2,915,449 | |
| 2 | PFG |
Principal Financial Group Inc
|
17,647 | $1,901,993 | |
| 3 | APO |
Apollo Global Management, Inc.
This page
|
7,928 | $937,961 | |
| 4 | KKR |
KKR & Co. Inc.
|
8,692 | $797,751 | |
| 5 | HLNE |
Hamilton Lane INC
|
7,966 | $627,959 | |
| 6 | CG |
Carlyle Group Inc.
|
13,206 | $556,104 | |
| 7 | BX |
Blackstone Inc.
|
4,513 | $531,044 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
1,512 | $511,660 |
All Filings in APO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $937,961 | 7,928 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $464,398 | 4,168 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $629,561 | 4,349 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $343,436 | 2,577 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $387,730 | 2,733 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $2,262,933 | 16,525 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $2,092,577 | 12,670 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $108,047 | 865 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $106,144 | 899 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $17,654 | 157 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $28,050 | 301 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $334,984 | 3,732 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $688,832 | 8,968 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $570,587 | 9,034 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $786,403 | 12,328 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $464,721 | 9,994 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $444,270 | 9,164 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $470,070 | 7,583 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||