Washington Trust Advisors, Inc.
Position in APO — Apollo Global Management, Inc.
CIK 1900099
WELLESLEY, MA
Position in APO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$36,439
+$3,459 QoQ
Shares Held
308
+4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#997
of 1,165 holders
Holding Since
Mar 2022
18 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, 2026Washington Trust Advisors, Inc. holds $4,079,710 across 18 Asset Management names. APO ranks #11 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,686 | $1,621,189 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
31,442 | $1,339,114 | |
| 3 | BX |
Blackstone Inc.
|
2,591 | $304,882 | |
| 4 | BAM |
Brookfield Asset Management Ltd.
|
4,360 | $195,546 | |
| 5 | AMP |
Ameriprise Financial Inc
|
420 | $192,679 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
|
2,600 | $104,598 | |
| 7 | EOS |
Eaton Vance Enhanced Equity Income Fund II
|
2,965 | $65,348 | |
| 8 | CSWC |
Capital Southwest Corp
|
2,500 | $59,425 |
All Filings in APO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,439 | 308 | Shares | Other | 2026-07-29 | |
| 2026-03-31 | $32,980 | 296 | Shares | Other | 2026-04-06 | |
| 2025-12-31 | $53,850 | 372 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $33,850 | 254 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $36,034 | 254 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $33,824 | 247 | Shares | Other | 2025-04-25 | |
| 2024-12-31 | $42,776 | 259 | Shares | Other | 2025-02-06 | |
| 2024-09-30 | $50,463 | 404 | Shares | Other | 2024-11-01 | |
| 2024-06-30 | $49,589 | 420 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $47,678 | 424 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $43,053 | 462 | Shares | Other | 2024-01-18 | |
| 2023-09-30 | $41,110 | 458 | Shares | Other | 2023-10-18 | |
| 2023-06-30 | $35,178 | 458 | Shares | Other | 2023-07-27 | |
| 2023-03-31 | $27,537 | 436 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $28,003 | 439 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $32,503 | 699 | Shares | Other | 2022-10-14 | |
| 2022-06-30 | $32,772 | 676 | Shares | Other | 2022-07-25 | |
| 2022-03-31 | $35,458 | 572 | Shares | Other | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||