Segment Wealth Management, LLC
Position in APO — Apollo Global Management, Inc.
CIK 1575581
HOUSTON, TX
Position in APO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$6,890,374
+$415,647 QoQ
Shares Held
58,240
+0.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#13
of 143 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, 2026Segment Wealth Management, LLC holds $18,826,434 across 10 Asset Management names. APO ranks #1 (36.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
This page
|
58,240 | $6,890,374 | |
| 2 | MAIN |
Main Street Capital CORP
|
114,748 | $5,953,126 | |
| 3 | KKR |
KKR & Co. Inc.
|
18,699 | $1,716,194 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
26,977 | $1,148,950 | |
| 5 | BX |
Blackstone Inc.
|
7,268 | $855,225 | |
| 6 | TYG |
Tortoise Energy Infrastructure Corp
|
15,000 | $643,050 | |
| 7 | AMP |
Ameriprise Financial Inc
|
1,138 | $522,068 | |
| 8 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
30,550 | $393,484 |
All Filings in APO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,890,374 | 58,240 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $6,474,727 | 58,111 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $23,552,741 | 162,702 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $21,538,164 | 161,613 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $22,720,338 | 160,149 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $8,585,179 | 62,693 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $10,354,375 | 62,693 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $7,469,992 | 59,803 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $6,438,120 | 54,528 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $6,379,063 | 56,728 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $5,403,901 | 57,988 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $5,195,308 | 57,880 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $4,484,167 | 58,380 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $3,687,280 | 58,380 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $3,732,990 | 58,520 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $2,721,180 | 58,520 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $2,842,818 | 58,639 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $3,737,563 | 60,293 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||