CWA Asset Management Group, LLC
Position in APO — Apollo Global Management, Inc.
CIK 1667134
NAPLES, FL
Position in APO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$453,363
+$95,594 QoQ
Shares Held
3,832
+19.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#717
of 1,165 holders
Holding Since
Mar 2022
15 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, 2026CWA Asset Management Group, LLC holds $43,416,776 across 18 Asset Management names. APO ranks #12 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SII |
Sprott Inc.
|
88,339 | $9,924,886 | |
| 2 | BX |
Blackstone Inc.
|
71,886 | $8,458,825 | |
| 3 | RJF |
Raymond James Financial Inc
|
53,655 | $8,157,169 | |
| 4 | STT |
State Street Corp
|
26,978 | $4,575,468 | |
| 5 | AAMI |
Acadian Asset Management Inc.
|
37,227 | $2,662,475 | |
| 6 | GROW |
U S Global Investors Inc
|
707,235 | $2,206,573 | |
| 7 | AMG |
Affiliated Managers Group, Inc.
|
5,501 | $1,861,538 | |
| 8 | FHI |
Federated Hermes, Inc.
|
29,858 | $1,648,758 |
All Filings in APO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453,363 | 3,832 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $357,769 | 3,211 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $449,914 | 3,108 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $429,262 | 3,221 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $586,348 | 4,133 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $545,979 | 3,987 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $580,537 | 3,515 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $437,809 | 3,505 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $382,217 | 3,399 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $316,752 | 3,399 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $296,656 | 3,305 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $253,473 | 3,300 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $208,428 | 3,300 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $210,507 | 3,300 | Shares | Sole | 2023-01-09 | |
| 2022-03-31 | $204,567 | 3,300 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||