Position in APO
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$6,275,842
-$500,807 QoQ
Shares Held
56,326
+20.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Wealthfront Advisers LLC holds $86,424,772 across 20 Asset Management names. APO ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
20,923 | $20,121,858 | |
| 2 | BX |
Blackstone Inc.
|
98,466 | $11,322,605 | |
| 3 | STT |
State Street Corp
|
70,207 | $8,885,397 | |
| 4 | AMP |
Ameriprise Financial Inc
|
14,424 | $6,410,025 | |
| 5 | APO |
Apollo Global Management, Inc.
This page
|
56,326 | $6,275,842 | |
| 6 | TROW |
Price T Rowe Group Inc
|
69,348 | $6,251,028 | |
| 7 | PFG |
Principal Financial Group Inc
|
68,407 | $6,164,154 | |
| 8 | ARES |
Ares Management Corp
|
43,582 | $4,754,796 |
All Filings in APO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,275,842 | 56,326 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,776,649 | 46,813 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $5,860,281 | 43,973 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,542,719 | 39,069 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $6,491,229 | 47,402 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,484,137 | 33,205 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $3,178,834 | 25,449 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,132,397 | 26,530 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,463,104 | 21,904 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,044,029 | 21,934 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,860,455 | 20,727 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,329,965 | 17,315 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $288,957 | 4,575 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $208,976 | 3,276 | Shares | Sole | 2023-02-10 | |
| 2022-03-31 | $1,918,528 | 30,949 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||