Position in APO
as of Mar 31, 2026
· filed May 20, 2026
Position Value
$155,653
-$13,571 QoQ
Shares Held
1,397
+19.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026SOA Wealth Advisors, LLC. holds $18,861,380 across 57 Asset Management names. APO ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
12,993 | $12,495,498 | |
| 2 | AMP |
Ameriprise Financial Inc
|
9,772 | $4,342,676 | |
| 3 | BX |
Blackstone Inc.
|
2,977 | $342,325 | |
| 4 | AWF |
Alliancebernstein Global High Income Fund Inc
|
20,870 | $212,247 | |
| 5 | EOD |
Allspring Global Dividend Opportunity Fund
|
31,480 | $183,528 | |
| 6 | APO |
Apollo Global Management, Inc.
This page
|
1,397 | $155,653 | |
| 7 | MAIN |
Main Street Capital CORP
|
2,881 | $152,577 | |
| 8 | BTZ |
Blackrock Credit Allocation Income Trust
|
12,803 | $129,310 |
All Filings in APO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $155,653 | 1,397 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $169,224 | 1,169 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $155,792 | 1,169 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $152,793 | 1,077 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $147,484 | 1,077 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $177,877 | 1,077 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $134,528 | 1,077 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $127,161 | 1,077 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $121,108 | 1,077 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $100,365 | 1,077 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $96,671 | 1,077 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $82,724 | 1,077 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $68,023 | 1,077 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $68,701 | 1,077 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $50,080 | 1,077 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $52,212 | 1,077 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $66,763 | 1,077 | Shares | Sole | 2022-04-07 | |
| No filing history on record for this holder in this stock. | ||||||