Position in APO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,076
New position
Shares Held
26
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,111
of 1,165 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 69%
Shared 31%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026Mechanics Financial Corp holds $2,121,453 across 6 Asset Management names. APO ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,906 | $1,832,733 | |
| 2 | NAD |
Nuveen Quality Municipal Income Fund
|
8,500 | $103,020 | |
| 3 | EOT |
Eaton Vance National Municipal Opportunities Trust
|
5,000 | $88,100 | |
| 4 | MMU |
Western Asset Managed Municipals Fund Inc.
|
6,650 | $69,293 | |
| 5 | AMP |
Ameriprise Financial Inc
|
55 | $25,231 | |
| 6 | APO |
Apollo Global Management, Inc.
This page
|
26 | $3,076 |
All Filings in APO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,076 | 26 | Shares | Defined | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||