Abacus Planning Group, Inc.

Position in APO — Apollo Global Management, Inc.

CIK 1602730 COLUMBIA, SC

Position in APO

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$326,906

-$91,739 QoQ

Shares Held

2,934

+1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Abacus Planning Group, Inc. holds $20,613,687 across 5 Asset Management names. APO ranks #3 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSLV	Sprott Physical Silver Trust	565,265	$13,786,813
2	PHYS	Sprott Physical Gold Trust	170,885	$6,056,164
3	APO	Apollo Global Management, Inc. This page	2,934	$326,906
4	BLK	BlackRock, Inc.	324	$311,594
5	AWF	Alliancebernstein Global High Income Fund Inc	13,000	$132,210

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$326,906	2,934	+1.5%	Shares	Sole	2026-04-08
2025-12-31	$418,645	2,892	+1.8%	Shares	Sole	2026-01-16
2025-09-30	$378,753	2,842	+1.8%	Shares	Sole	2025-10-22
2025-06-30	$396,242	2,793	-5.5%	Shares	Sole	2025-07-21
2025-03-31	$404,794	2,956	+4.8%	Shares	Sole	2025-04-14
2024-12-31	$465,751	2,820	0.0%	Shares	Sole	2025-02-03
2024-09-30	$352,246	2,820	0.0%	Shares	Sole	2024-10-02
2024-06-30	$332,957	2,820	0.0%	Shares	Sole	2024-07-31
2024-03-31	$317,109	2,820	0.0%	Shares	Sole	2024-04-12
2023-12-31	$262,795	2,820	0.0%	Shares	Sole	2024-01-19
2023-09-30	$253,123	2,820	0.0%	Shares	Sole	2023-10-11
2023-06-30	$216,604	2,820	-33.1%	Shares	Sole	2023-07-07
2022-06-30	$204,343	4,215	0.0%	Shares	Sole	2022-07-18
2022-03-31	$261,287	4,215	—	Shares	Sole	2022-04-13
No filing history on record for this holder in this stock.