Coastal Bridge Advisors, LLC
Position in APO — Apollo Global Management, Inc.
CIK 1665976
WESTPORT, CT
Position in APO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,957,469
+$115,708 QoQ
Shares Held
33,450
-3.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#355
of 1,165 holders
Holding Since
Mar 2022
18 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, 2026Coastal Bridge Advisors, LLC holds $68,788,149 across 16 Asset Management names. APO ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BGB |
Blackstone Strategic Credit 2027 Term Fund
|
2,259,024 | $25,526,971 | |
| 2 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
1,193,180 | $15,368,158 | |
| 3 | BX |
Blackstone Inc.
|
45,665 | $5,373,400 | |
| 4 | APO |
Apollo Global Management, Inc.
This page
|
33,450 | $3,957,469 | |
| 5 | KKR |
KKR & Co. Inc.
|
43,078 | $3,953,698 | |
| 6 | ARES |
Ares Management Corp
|
34,460 | $3,835,742 | |
| 7 | JFR |
Nuveen Floating Rate Income Fund
|
414,174 | $3,176,714 | |
| 8 | CG |
Carlyle Group Inc.
|
49,352 | $2,078,212 |
All Filings in APO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,957,469 | 33,450 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $3,841,761 | 34,480 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,102,934 | 35,251 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,737,082 | 35,545 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $5,360,557 | 37,785 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,223,850 | 38,147 | Shares | Sole | 2025-08-25 | |
| 2024-12-31 | $6,000,262 | 36,330 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,628,415 | 37,054 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,499,529 | 38,109 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $4,285,357 | 38,109 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,564,983 | 38,255 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $3,571,460 | 39,789 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,062,107 | 39,866 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 | $2,671,857 | 42,303 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,724,151 | 42,705 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,137,047 | 45,958 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,256,210 | 46,539 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $2,972,544 | 47,952 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||