TFC Financial Management, Inc.
Position in APO — Apollo Global Management, Inc.
CIK 1827844
BOSTON, MA
Position in APO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$354
-$13,907 QoQ
Shares Held
3
-97.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,152
of 1,165 holders
Holding Since
Mar 2022
18 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, 2026TFC Financial Management, Inc. holds $516,478 across 21 Asset Management names. APO ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
1,843 | $169,150 | |
| 2 | STT |
State Street Corp
|
821 | $139,241 | |
| 3 | PFG |
Principal Financial Group Inc
|
844 | $90,966 | |
| 4 | BLK |
BlackRock, Inc.
|
31 | $29,808 | |
| 5 | AMP |
Ameriprise Financial Inc
|
60 | $27,525 | |
| 6 | BX |
Blackstone Inc.
|
196 | $23,063 | |
| 7 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
455 | $17,767 | |
| 8 | NAD |
Nuveen Quality Municipal Income Fund
|
1,020 | $12,362 |
All Filings in APO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354 | 3 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $14,261 | 128 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $18,963 | 131 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $17,458 | 131 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $18,584 | 131 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $17,528 | 128 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $21,140 | 128 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $15,988 | 128 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $15,112 | 128 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $14,393 | 128 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $11,648 | 125 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $11,220 | 125 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $9,601 | 125 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $23,242 | 368 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $19,009 | 298 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $10,369 | 223 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $10,811 | 223 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $7,748 | 125 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||