Abacus Planning Group, Inc.
Position in APO — Apollo Global Management, Inc.
CIK 1602730
COLUMBIA, SC
Position in APO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$347,476
+$20,570 QoQ
Shares Held
2,937
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#784
of 1,169 holders
Holding Since
Mar 2022
15 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, 2026Abacus Planning Group, Inc. holds $16,622,763 across 5 Asset Management names. APO ranks #3 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
565,265 | $10,666,550 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
170,885 | $5,155,600 | |
| 3 | APO |
Apollo Global Management, Inc.
This page
|
2,937 | $347,476 | |
| 4 | BLK |
BlackRock, Inc.
|
332 | $319,237 | |
| 5 | AWF |
Alliancebernstein Global High Income Fund Inc
|
13,000 | $133,900 |
All Filings in APO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,476 | 2,937 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $326,906 | 2,934 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $418,645 | 2,892 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $378,753 | 2,842 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $396,242 | 2,793 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $404,794 | 2,956 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $465,751 | 2,820 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $352,246 | 2,820 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $332,957 | 2,820 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $317,109 | 2,820 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $262,795 | 2,820 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $253,123 | 2,820 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $216,604 | 2,820 | Shares | Sole | 2023-07-07 | |
| 2022-06-30 | $204,343 | 4,215 | 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. | ||||||