Position in APO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$289,741
New position
Shares Held
2,449
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#825
of 1,162 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 4%
Shared 0%
None 96%
Position in Asset Management
Financial Services · as of Jun 30, 2026KINTRA WEALTH, LLC holds $11,180,382 across 7 Asset Management names. APO ranks #4 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
77,486 | $8,809,383 | |
| 2 | BX |
Blackstone Inc.
|
8,754 | $1,030,083 | |
| 3 | AMP |
Ameriprise Financial Inc
|
1,253 | $574,826 | |
| 4 | APO |
Apollo Global Management, Inc.
This page
|
2,449 | $289,741 | |
| 5 | TYG |
Tortoise Energy Infrastructure Corp
|
5,473 | $234,627 | |
| 6 | AAMI |
Acadian Asset Management Inc.
|
2,668 | $190,815 | |
| 7 | FSCO |
FS Credit Opportunities Corp.
|
10,202 | $50,907 |
All Filings in APO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,741 | 2,449 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||