CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in APO — Apollo Global Management, Inc.
CIK 1766904
RICHMOND, VA
Position in APO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$137,709
+$62,504 QoQ
Shares Held
1,164
+72.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#248
of 357 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $2,375,419 across 18 Asset Management names. APO ranks #6 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
632 | $607,699 | |
| 2 | BX |
Blackstone Inc.
|
2,969 | $349,358 | |
| 3 | BAM |
Brookfield Asset Management Ltd.
|
4,762 | $213,572 | |
| 4 | AMP |
Ameriprise Financial Inc
|
422 | $193,591 | |
| 5 | KKR |
KKR & Co. Inc.
|
2,091 | $191,907 | |
| 6 | APO |
Apollo Global Management, Inc.
This page
|
1,164 | $137,709 | |
| 7 | NTRS |
Northern Trust Corp
|
774 | $134,549 | |
| 8 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
10,563 | $124,009 |
All Filings in APO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $137,709 | 1,164 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $75,205 | 675 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $63,981 | 442 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $39,846 | 299 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $35,749 | 252 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $23,962 | 175 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,651 | 10 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $730,848 | 5,851 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $689,056 | 5,836 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $646,811 | 5,752 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $442,093 | 4,744 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $425,820 | 4,744 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $52,230 | 680 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $11,368 | 180 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $11,482 | 180 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $22,320 | 480 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $23,270 | 480 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||