Perigon Wealth Management, LLC
Position in APO — Apollo Global Management, Inc.
CIK 1575239
SAN FRANCISCO, CA
Position in APO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$344,991
-$31,095 QoQ
Shares Held
2,916
+12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#783
of 1,165 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Perigon Wealth Management, LLC holds $27,782,823 across 39 Asset Management names. APO ranks #17 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
60,053 | $7,066,436 | |
| 2 | AMP |
Ameriprise Financial Inc
|
8,517 | $3,907,258 | |
| 3 | BLK |
BlackRock, Inc.
|
2,704 | $2,600,058 | |
| 4 | BPRE |
Bluerock Private Real Estate Fund
|
184,993 | $2,406,758 | |
| 5 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
35,450 | $1,384,322 | |
| 6 | STT |
State Street Corp
|
5,399 | $915,670 | |
| 7 | BXSL |
Blackstone Secured Lending Fund
|
29,213 | $692,640 | |
| 8 | HNNA |
Hennessy Advisors Inc
|
63,798 | $647,549 |
All Filings in APO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,991 | 2,916 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $376,086 | 2,598 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $279,733 | 2,099 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $623,518 | 4,395 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $754,950 | 5,513 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $852,060 | 5,159 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $625,049 | 5,004 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $522,341 | 4,424 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $328,016 | 2,917 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $254,129 | 2,727 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $235,171 | 2,620 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $204,007 | 2,656 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $346,369 | 5,484 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $363,347 | 5,696 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $244,497 | 5,258 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $219,372 | 4,525 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||