BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in APO — Apollo Global Management, Inc.
CIK 1654599
MORRISTOWN, NJ
Position in APO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$758,012
-$175,353 QoQ
Shares Held
6,407
-23.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#29
of 88 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 93.67878882472296.ToString("F0")%
Shared 0.ToString("F0")%
None 6.32121117527704.ToString("F0")%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $3,170,134 across 33 Asset Management names. APO ranks #1 (23.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
This page
|
6,407 | $758,012 | |
| 2 | BX |
Blackstone Inc.
|
6,021 | $708,491 | |
| 3 | ARES |
Ares Management Corp
|
4,375 | $486,981 | |
| 4 | AB |
Alliancebernstein Holding L.P.
|
4,860 | $171,169 | |
| 5 | RJF |
Raymond James Financial Inc
|
975 | $148,229 | |
| 6 | STT |
State Street Corp
|
670 | $113,632 | |
| 7 | ARCC |
Ares Capital Corp
|
6,106 | $113,144 | |
| 8 | GAB |
Gabelli Equity Trust Inc
|
19,000 | $107,540 |
All Filings in APO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $758,012 | 6,407 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $933,365 | 8,377 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $8,457,458 | 58,424 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $8,580,189 | 64,382 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $7,967,135 | 56,158 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $7,194,005 | 52,534 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,448,540 | 20,880 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,717,417 | 21,755 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,060,858 | 8,985 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,045,222 | 9,295 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $866,201 | 9,295 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $838,807 | 9,345 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $721,629 | 9,395 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $501,806 | 7,945 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $698,181 | 10,945 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $326,430 | 7,020 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $275,560 | 5,684 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $340,945 | 5,500 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||