Performance Wealth Partners, LLC
Position in APO — Apollo Global Management, Inc.
CIK 1908765
HINSDALE, IL
Position in APO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$654,964
-$190,268 QoQ
Shares Held
5,536
-27.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#647
of 1,161 holders
Holding Since
Jun 2024
9 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 Jun 30, 2026Performance Wealth Partners, LLC holds $2,263,112 across 6 Asset Management names. APO ranks #2 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRS |
Northern Trust Corp
|
3,771 | $655,550 | |
| 2 | APO |
Apollo Global Management, Inc.
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|
5,536 | $654,964 | |
| 3 | AMP |
Ameriprise Financial Inc
|
883 | $405,085 | |
| 4 | KKR |
KKR & Co. Inc.
|
2,378 | $218,252 | |
| 5 | BX |
Blackstone Inc.
|
1,723 | $202,745 | |
| 6 | OWL |
Blue Owl Capital Inc.
|
14,459 | $126,516 |
All Filings in APO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $654,964 | 5,536 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $845,232 | 7,586 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,095,833 | 7,570 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,004,589 | 7,538 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,068,422 | 7,531 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $948,035 | 6,923 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,026,634 | 6,216 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $777,190 | 6,222 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $236,140 | 2,000 | Shares | Sole | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||