KESTRA PRIVATE WEALTH SERVICES, LLC

Position in APO — Apollo Global Management, Inc.

CIK 1649451 AUSTIN, TX

Position in APO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$205,859

-$147,230 QoQ

Shares Held

1,740

-45.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#915

of 1,165 holders

Holding Since

Mar 2022

14 quarters on record

Financial Services · as of Jun 30, 2026

KESTRA PRIVATE WEALTH SERVICES, LLC holds $61,362,189 across 92 Asset Management names. APO ranks #69 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	10,740	$10,327,154
2	BX	Blackstone Inc.	63,656	$7,490,401
3	BN	BROOKFIELD Corp /ON/	65,709	$2,798,546
4	CEF	Sprott Physical Gold & Silver Trust	51,444	$2,069,592
5	PHYS	Sprott Physical Gold Trust	62,900	$1,897,693
6	AMP	Ameriprise Financial Inc	3,884	$1,781,823
7	KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	116,229	$1,607,447
8	CHY	Calamos Convertible & High Income Fund	110,076	$1,499,235

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$205,859	1,740	-45.1%	Shares	Sole	2026-07-28
2026-03-31	$353,089	3,169	-87.1%	Shares	Sole	2026-04-20
2025-12-31	$3,562,688	24,611	-2.2%	Shares	Sole	2026-01-29
2025-09-30	$3,354,405	25,170	+8.6%	Shares	Sole	2025-11-17
2025-06-30	$3,286,844	23,168	-10.2%	Shares	Sole	2025-08-07
2025-03-31	$3,534,284	25,809	+6.7%	Shares	Sole	2025-05-05
2024-12-31	$3,993,899	24,182	+910.1%	Shares	Sole	2025-01-28
2023-09-30	$214,885	2,394	-46.6%	Shares	Sole	2023-11-08
2023-06-30	$344,185	4,481	-0.3%	Shares	Sole	2023-08-08
2023-03-31	$283,841	4,494	-21.9%	Shares	Sole	2023-05-12
2022-12-31	$367,047	5,754	-44.6%	Shares	Sole	2023-02-01
2022-09-30	$482,577	10,378	+6.9%	Shares	Sole	2022-11-14
2022-06-30	$470,449	9,704	+9.3%	Shares	Sole	2022-08-12
2022-03-31	$550,223	8,876	—	Shares	Sole	2022-07-21
No filing history on record for this holder in this stock.