Position in APO
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$429,635
-$121,176 QoQ
Shares Held
3,856
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026NAPLES GLOBAL ADVISORS, LLC holds $21,829,986 across 10 Asset Management names. APO ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
8,737 | $8,402,460 | |
| 2 | BX |
Blackstone Inc.
|
61,059 | $7,021,174 | |
| 3 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
130,413 | $1,782,745 | |
| 4 | ARCC |
Ares Capital Corp
|
75,952 | $1,368,655 | |
| 5 | HTGC |
Hercules Capital, Inc.
|
79,899 | $1,180,108 | |
| 6 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
66,431 | $746,020 | |
| 7 | APO |
Apollo Global Management, Inc.
This page
|
3,856 | $429,635 | |
| 8 | NUV |
Nuveen Municipal Value Fund Inc
|
42,000 | $377,580 |
All Filings in APO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $429,635 | 3,856 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $550,811 | 3,805 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $533,746 | 4,005 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $633,449 | 4,465 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $634,032 | 4,630 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $764,690 | 4,630 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $582,080 | 4,660 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $557,880 | 4,725 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $739,358 | 6,575 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $622,043 | 6,675 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $670,956 | 7,475 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $537,670 | 7,000 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $442,120 | 7,000 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $446,530 | 7,000 | Shares | Sole | 2023-04-17 | |
| 2022-09-30 | $279,000 | 6,000 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $290,880 | 6,000 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $402,935 | 6,500 | Shares | Sole | 2022-04-28 | |
| No filing history on record for this holder in this stock. | ||||||