Position in APO
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$8,830,257
-$2,639,367 QoQ
Shares Held
79,252
+0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Joel Isaacson & Co., LLC holds $50,719,072 across 30 Asset Management names. APO ranks #2 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
731,946 | $17,969,274 | |
| 2 | APO |
Apollo Global Management, Inc.
This page
|
79,252 | $8,830,257 | |
| 3 | MAIN |
Main Street Capital CORP
|
129,007 | $6,832,210 | |
| 4 | BX |
Blackstone Inc.
|
28,141 | $3,235,933 | |
| 5 | ARCC |
Ares Capital Corp
|
166,353 | $2,997,681 | |
| 6 | BLK |
BlackRock, Inc.
|
1,486 | $1,429,101 | |
| 7 | MYN |
Blackrock Muniyield New York Quality Fund, Inc.
|
92,284 | $885,926 | |
| 8 | ADX |
Adams Diversified Equity Fund, Inc.
|
33,489 | $733,074 |
All Filings in APO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,830,257 | 79,252 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $11,469,624 | 79,232 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $10,657,202 | 79,967 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $11,342,790 | 79,952 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $10,775,260 | 78,686 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $12,994,293 | 78,677 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $9,533,131 | 76,320 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $8,991,148 | 76,151 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $8,563,179 | 76,151 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $7,096,511 | 76,151 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $6,835,313 | 76,151 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $5,747,845 | 74,832 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $4,726,389 | 74,832 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $4,773,533 | 74,832 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $3,479,688 | 74,832 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $3,627,855 | 74,832 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $4,638,835 | 74,832 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||