Skip to main content
Equibles

Zhang Financial LLC

Position in APO — Apollo Global Management, Inc.

CIK 1776290 PORTAGE, MI
Back to APO Full portfolio

Position in APO

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$1,816,295
-$303,247 QoQ
Shares Held
15,352
-19.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#466
of 1,171 holders
Holding Since
Jun 2022
17 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, 2026

Zhang Financial LLC holds $10,784,791 across 9 Asset Management names. APO ranks #2 (16.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMP
Ameriprise Financial Inc
 8,317 $3,815,506
2 APO
Apollo Global Management, Inc.
This page 		15,352 $1,816,295
3 BLK
BlackRock, Inc.
 1,298 $1,248,104
4 BX
Blackstone Inc.
 10,028 $1,179,994
5 KKR
KKR & Co. Inc.
 12,740 $1,169,277
6 STT
State Street Corp
 3,284 $556,966
7 CG
Carlyle Group Inc.
 12,734 $536,228
8 ARES
Ares Management Corp
 2,705 $301,093

All Filings in APO

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,816,295 15,352
2026-03-31 $2,119,542 19,023
2025-12-31 $4,215,411 29,120
2025-09-30 $3,660,926 27,470
2025-06-30 $3,554,836 25,057
2025-03-31 $3,526,341 25,751
2024-12-31 $3,068,837 18,581
2024-09-30 $2,250,003 18,013
2024-06-30 $2,156,784 18,267
2024-03-31 $1,993,063 17,724
2023-12-31 $1,642,660 17,627
2023-09-30 $1,015,006 11,308
2023-06-30 $886,003 11,535
2023-03-31 $751,730 11,902
2022-12-31 $889,360 13,942
2022-09-30 $646,489 13,903
2022-06-30 $606,193 12,504