Position in APO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,632,914
+$288,187 QoQ
Shares Held
13,802
+14.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#479
of 1,165 holders
Holding Since
Sep 2023
12 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, 2026HB Wealth Management, LLC holds $162,318,024 across 50 Asset Management names. APO ranks #12 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
870,719 | $98,992,043 | |
| 2 | BLK |
BlackRock, Inc.
|
8,826 | $8,486,728 | |
| 3 | KKR |
KKR & Co. Inc.
|
78,983 | $7,249,059 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
156,576 | $6,668,571 | |
| 5 | BX |
Blackstone Inc.
|
50,885 | $5,987,637 | |
| 6 | KBDC |
Kayne Anderson BDC, Inc.
|
280,189 | $3,790,957 | |
| 7 | OBDC |
Blue Owl Capital Corp
|
335,367 | $3,645,439 | |
| 8 | AMP |
Ameriprise Financial Inc
|
6,464 | $2,965,424 |
All Filings in APO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,632,914 | 13,802 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,344,727 | 12,069 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,886,367 | 13,031 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,760,230 | 13,208 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,675,342 | 11,809 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,274,774 | 9,309 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,205,337 | 7,298 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $573,211 | 4,589 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $482,315 | 4,085 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $435,631 | 3,874 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $349,835 | 3,754 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $265,330 | 2,956 | Shares | Sole | 2023-10-13 | |
| No filing history on record for this holder in this stock. | ||||||