Position in APO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$371,848
-$40,963 QoQ
Shares Held
3,143
-15.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#762
of 1,165 holders
Holding Since
Mar 2025
5 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, 2026Kesler, Norman & Wride, LLC holds $10,504,233 across 4 Asset Management names. APO ranks #3 (3.5% of the industry book) .
All Filings in APO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $371,848 | 3,143 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $412,811 | 3,705 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $468,877 | 3,239 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $844,552 | 5,953 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $649,780 | 4,745 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||