EverSource Wealth Advisors, LLC
Position in APO — Apollo Global Management, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in APO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$30,097,113
+$1,083,239 QoQ
Shares Held
254,392
-2.3% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
2.25%
of 13F equity value
Holder Rank
#127
of 1,165 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $64,931,740 across 133 Asset Management names. APO ranks #1 (46.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
This page
|
254,392 | $30,097,113 | |
| 2 | KKR |
KKR & Co. Inc.
|
108,313 | $9,940,961 | |
| 3 | BX |
Blackstone Inc.
|
63,714 | $7,497,219 | |
| 4 | PSLV |
Sprott Physical Silver Trust
|
167,767 | $3,165,763 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
82,485 | $2,488,572 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
|
29,499 | $1,186,744 | |
| 7 | BLK |
BlackRock, Inc.
|
1,156 | $1,111,559 | |
| 8 | AMP |
Ameriprise Financial Inc
|
1,713 | $785,851 |
All Filings in APO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,097,113 | 254,392 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $29,013,874 | 260,401 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $38,799,729 | 268,028 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $26,756,216 | 200,767 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $104,697 | 738 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $100,647 | 735 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $68,869 | 417 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $54,084 | 433 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $52,183 | 442 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $46,552 | 414 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $37,554 | 403 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $47,123 | 525 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $62,906 | 819 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $54,822 | 868 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $61,938 | 971 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $34,038 | 732 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $35,487 | 732 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $34,404 | 555 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $40,198 | 555 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||