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Equibles

Carson Advisory Inc.

Position in APO — Apollo Global Management, Inc.

CIK 1909304 ATHENS, GA
Back to APO Full portfolio

Position in APO

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$529,200
+$32,267 QoQ
Shares Held
4,473
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#687
of 1,171 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, 2026

Carson Advisory Inc. holds $7,413,510 across 11 Asset Management names. APO ranks #6 (7.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NZF
Nuveen Municipal Credit Income Fund
 131,159 $1,663,096
2 SBI
Western Asset Intermediate Muni Fund Inc.
 165,297 $1,300,887
3 BX
Blackstone Inc.
 9,573 $1,126,454
4 CG
Carlyle Group Inc.
 18,526 $780,129
5 BAM
Brookfield Asset Management Ltd.
 12,706 $569,864
6 APO
Apollo Global Management, Inc.
This page 		4,473 $529,200
7 MMU
Western Asset Managed Municipals Fund Inc.
 39,604 $412,673
8 RVT
Royce Small-Cap Trust, Inc.
 18,408 $339,995

All Filings in APO

Export CSV
18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $529,200 4,473
2026-03-31 $496,933 4,460
2025-12-31 $638,102 4,408
2025-09-30 $602,646 4,522
2025-06-30 $643,664 4,537
2025-03-31 $614,312 4,486
2024-12-31 $740,742 4,485
2024-09-30 $706,865 5,659
2024-06-30 $685,750 5,808
2024-03-31 $654,683 5,822
2023-12-31 $580,666 6,231
2023-09-30 $568,180 6,330
2023-06-30 $501,492 6,529
2023-03-31 $380,728 6,028
2022-12-31 $358,946 5,627
2022-09-30 $275,605 5,927
2022-06-30 $287,340 5,927
2022-03-31 $351,917 5,677