Position in APO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$300,744
-$270,617 QoQ
Shares Held
2,542
-50.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#812
of 1,162 holders
Holding Since
Mar 2025
6 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, 2026Harfst & Associates, Inc. holds $171,867,820 across 6 Asset Management names. APO ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
1,061,066 | $161,313,863 | |
| 2 | NTRS |
Northern Trust Corp
|
21,928 | $3,811,963 | |
| 3 | BLK |
BlackRock, Inc.
|
2,454 | $2,359,668 | |
| 4 | AMP |
Ameriprise Financial Inc
|
4,901 | $2,248,382 | |
| 5 | CEF |
Sprott Physical Gold & Silver Trust
|
45,568 | $1,833,200 | |
| 6 | APO |
Apollo Global Management, Inc.
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|
2,542 | $300,744 |
All Filings in APO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,744 | 2,542 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $571,361 | 5,128 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,690,796 | 11,680 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,522,743 | 11,426 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,590,646 | 11,212 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $744,953 | 5,440 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||