Winthrop Partners - WNY, LLC

Position in APO — Apollo Global Management, Inc.

CIK 1734109 Buffalo, NY

Position in APO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$945,415

+$63,749 QoQ

Shares Held

7,991

+1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#570

of 1,165 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Winthrop Partners - WNY, LLC holds $3,535,534 across 4 Asset Management names. APO ranks #2 (26.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KKR	KKR & Co. Inc.	11,481	$1,053,726
2	APO	Apollo Global Management, Inc. This page	7,991	$945,415
3	BX	Blackstone Inc.	6,996	$823,219
4	CG	Carlyle Group Inc.	16,936	$713,174

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$945,415	7,991	+1.0%	Shares	Sole	2026-07-15
2026-03-31	$881,666	7,913	+0.4%	Shares	Sole	2026-05-07
2025-12-31	$1,140,998	7,882	—	Shares	Sole	2026-03-12
No filing history on record for this holder in this stock.