Position in APO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,321,286
+$83,410 QoQ
Shares Held
11,168
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
3 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, 2026WCG Wealth Advisors LLC holds $87,628,853 across 27 Asset Management names. APO ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
974,369 | $46,566,281 | |
| 2 | STT |
State Street Corp
|
440,836 | $23,633,217 | |
| 3 | CGBD |
Carlyle Secured Lending, Inc.
|
229,477 | $2,416,392 | |
| 4 | ARCC |
Ares Capital Corp
|
106,532 | $1,974,037 | |
| 5 | APO |
Apollo Global Management, Inc.
This page
|
11,168 | $1,321,286 | |
| 6 | BPRE |
Bluerock Private Real Estate Fund
|
79,601 | $1,035,609 | |
| 7 | FSK |
FS KKR Capital Corp
|
83,692 | $878,766 | |
| 8 | MAIN |
Main Street Capital CORP
|
14,095 | $731,248 |
All Filings in APO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,321,286 | 11,168 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,237,876 | 11,110 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,240,595 | 15,478 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||