Steward Partners Investment Advisory, LLC
Position in APO — Apollo Global Management, Inc.
CIK 1723397
STAMFORD, CT
Position in APO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,316,540
-$226,053 QoQ
Shares Held
36,485
-10.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#342
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, 2026Steward Partners Investment Advisory, LLC holds $303,063,686 across 294 Asset Management names. APO ranks #19 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
21,807 | $20,968,738 | |
| 2 | BST |
BlackRock Science & Technology Trust
|
211,966 | $10,748,795 | |
| 3 | GDV |
Gabelli Dividend & Income Trust
|
365,524 | $10,746,405 | |
| 4 | BX |
Blackstone Inc.
|
90,124 | $10,604,891 | |
| 5 | ARCC |
Ares Capital Corp
|
406,494 | $7,532,333 | |
| 6 | BSTZ |
BlackRock Science & Technology Term Trust
|
243,765 | $7,320,262 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
225,504 | $6,803,455 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
437,539 | $6,510,580 |
All Filings in APO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,316,540 | 36,485 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,542,593 | 40,770 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,402,300 | 44,227 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,992,926 | 67,479 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $11,249,865 | 79,297 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $9,162,107 | 66,906 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $10,870,996 | 65,821 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,855,156 | 46,875 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,002,809 | 33,902 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,731,203 | 33,181 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,390,301 | 14,919 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,260,409 | 14,042 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,071,422 | 13,949 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,595,737 | 25,265 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,542,697 | 24,184 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,158,594 | 24,916 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,259,413 | 25,978 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,203,620 | 35,548 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||