Position in APO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$687,617
+$40,044 QoQ
Shares Held
5,812
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#639
of 1,165 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Fiduciary Group, LLC holds $15,921,301 across 16 Asset Management names. APO ranks #7 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
46,608 | $5,484,363 | |
| 2 | BLK |
BlackRock, Inc.
|
2,710 | $2,605,827 | |
| 3 | NTRS |
Northern Trust Corp
|
8,581 | $1,491,721 | |
| 4 | BXSL |
Blackstone Secured Lending Fund
|
59,758 | $1,416,862 | |
| 5 | KKR |
KKR & Co. Inc.
|
8,800 | $807,664 | |
| 6 | ARCC |
Ares Capital Corp
|
42,823 | $793,510 | |
| 7 | APO |
Apollo Global Management, Inc.
This page
|
5,812 | $687,617 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
62,489 | $679,255 |
All Filings in APO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $687,617 | 5,812 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $647,573 | 5,812 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $841,345 | 5,812 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $835,336 | 6,268 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $906,265 | 6,388 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $863,817 | 6,308 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,041,829 | 6,308 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $889,858 | 7,124 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $849,631 | 7,196 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $819,310 | 7,286 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $681,218 | 7,310 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $663,775 | 7,395 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $568,009 | 7,395 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $497,385 | 7,875 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $485,059 | 7,604 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $357,213 | 7,682 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $365,248 | 7,534 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $467,032 | 7,534 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||