Position in APO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$8,727,194
-$2,435,828 QoQ
Shares Held
78,327
+1.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 7.27198447553876.ToString("F0")%
Shared 0.ToString("F0")%
None 92.72801552446124.ToString("F0")%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026NewEdge Wealth, LLC holds $150,558,166 across 53 Asset Management names. APO ranks #3 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
537,227 | $61,775,732 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
253,922 | $12,117,157 | |
| 3 | APO |
Apollo Global Management, Inc.
This page
|
78,327 | $8,727,194 | |
| 4 | OBDC |
Blue Owl Capital Corp
|
758,426 | $8,388,191 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
234,115 | $8,297,035 | |
| 6 | BLK |
BlackRock, Inc.
|
7,056 | $6,785,825 | |
| 7 | PSLV |
Sprott Physical Silver Trust
|
211,665 | $5,162,509 | |
| 8 | LDP |
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
|
195,343 | $3,900,999 |
All Filings in APO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,727,194 | 78,327 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $11,163,022 | 77,114 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $9,244,406 | 69,366 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $9,567,996 | 67,442 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,508,493 | 62,133 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $10,244,379 | 62,027 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $8,485,760 | 67,935 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,276,312 | 44,688 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,493,632 | 48,854 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,382,402 | 25,565 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,296,509 | 25,585 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,963,647 | 25,565 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,638,623 | 25,944 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,856,352 | 29,101 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,306,278 | 28,092 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,371,159 | 28,283 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,622,030 | 26,166 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||