Kestra Advisory Services, LLC
Position in APO — Apollo Global Management, Inc.
CIK 1830819
AUSTIN, TX
Position in APO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,558,054
+$405,426 QoQ
Shares Held
30,074
+6.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#369
of 1,165 holders
Holding Since
Mar 2022
18 quarters on record
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $468,927,536 across 230 Asset Management names. APO ranks #25 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
1,980,953 | $59,765,352 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
1,891,228 | $35,687,472 | |
| 3 | BX |
Blackstone Inc.
|
283,769 | $33,391,098 | |
| 4 | BLK |
BlackRock, Inc.
|
34,123 | $32,811,311 | |
| 5 | FHI |
Federated Hermes, Inc.
|
472,377 | $26,084,657 | |
| 6 | KKR |
KKR & Co. Inc.
|
125,386 | $11,507,927 | |
| 7 | ARCC |
Ares Capital Corp
|
520,151 | $9,638,398 | |
| 8 | CEF |
Sprott Physical Gold & Silver Trust
|
187,775 | $7,554,188 |
All Filings in APO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,558,054 | 30,074 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,152,628 | 28,295 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,878,269 | 40,607 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,312,542 | 39,863 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,201,663 | 36,665 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,445,885 | 17,861 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,043,403 | 18,427 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,253,751 | 18,043 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,439,562 | 20,662 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,799,200 | 16,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,246,229 | 13,373 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,288,325 | 14,353 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,523,065 | 19,829 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,406,446 | 22,268 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,786,630 | 28,008 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,282,284 | 27,576 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,261,788 | 26,027 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,663,315 | 26,832 | Shares | Sole | 2022-07-20 | |
| No filing history on record for this holder in this stock. | ||||||