Position in APO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,240,186
+$473,082 QoQ
Shares Held
44,292
+3.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#52
of 391 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Ethic Inc. holds $80,411,646 across 21 Asset Management names. APO ranks #7 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
81,804 | $13,873,958 | |
| 2 | BLK |
BlackRock, Inc.
|
11,068 | $10,642,546 | |
| 3 | NTRS |
Northern Trust Corp
|
58,460 | $10,162,686 | |
| 4 | BX |
Blackstone Inc.
|
76,426 | $8,993,047 | |
| 5 | AMP |
Ameriprise Financial Inc
|
18,809 | $8,628,816 | |
| 6 | PFG |
Principal Financial Group Inc
|
48,661 | $5,244,682 | |
| 7 | APO |
Apollo Global Management, Inc.
This page
|
44,292 | $5,240,186 | |
| 8 | RJF |
Raymond James Financial Inc
|
21,644 | $3,290,537 |
All Filings in APO
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,240,186 | 44,292 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,767,104 | 42,785 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,076,737 | 48,886 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,600,463 | 49,527 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,939,328 | 55,962 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $7,084,180 | 51,732 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,117,405 | 43,094 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,050,610 | 40,434 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,729,884 | 40,060 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,546,803 | 40,434 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,469,907 | 26,504 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,189,964 | 24,398 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,533,588 | 19,966 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,125,700 | 17,823 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $298,026 | 4,672 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $222,456 | 4,784 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||