Position in APO
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$496,933
-$141,169 QoQ
Shares Held
4,460
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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 Mar 31, 2026Carson Advisory Inc. holds $7,230,575 across 11 Asset Management names. APO ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NZF |
Nuveen Municipal Credit Income Fund
|
134,230 | $1,634,921 | |
| 2 | SBI |
Western Asset Intermediate Muni Fund Inc.
|
168,597 | $1,294,824 | |
| 3 | BX |
Blackstone Inc.
|
9,719 | $1,117,587 | |
| 4 | CG |
Carlyle Group Inc.
|
19,226 | $930,346 | |
| 5 | APO |
Apollo Global Management, Inc.
This page
|
4,460 | $496,933 | |
| 6 | MMU |
Western Asset Managed Municipals Fund Inc.
|
39,604 | $407,129 | |
| 7 | BAM |
Brookfield Asset Management Ltd.
|
8,754 | $389,115 | |
| 8 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
41,561 | $313,369 |
All Filings in APO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $496,933 | 4,460 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $638,102 | 4,408 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $602,646 | 4,522 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $643,664 | 4,537 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $614,312 | 4,486 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $740,742 | 4,485 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $706,865 | 5,659 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $685,750 | 5,808 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $654,683 | 5,822 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $580,666 | 6,231 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $568,180 | 6,330 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $501,492 | 6,529 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $380,728 | 6,028 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $358,946 | 5,627 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $275,605 | 5,927 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $287,340 | 5,927 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $351,917 | 5,677 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||