Forum Financial Management, LP
Position in APO — Apollo Global Management, Inc.
CIK 1911832
LOMBARD, IL
Position in APO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,475,400
+$34,968 QoQ
Shares Held
20,923
-4.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#421
of 1,162 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, 2026Forum Financial Management, LP holds $6,004,193 across 11 Asset Management names. APO ranks #1 (41.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
This page
|
20,923 | $2,475,400 | |
| 2 | TRIN |
Trinity Capital Inc.
|
40,000 | $715,600 | |
| 3 | CEF |
Sprott Physical Gold & Silver Trust
|
15,300 | $615,519 | |
| 4 | BX |
Blackstone Inc.
|
4,716 | $554,931 | |
| 5 | KKR |
KKR & Co. Inc.
|
5,462 | $501,302 | |
| 6 | BXSL |
Blackstone Secured Lending Fund
|
15,735 | $373,076 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
8,169 | $246,458 | |
| 8 | BLK |
BlackRock, Inc.
|
216 | $207,696 |
All Filings in APO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,475,400 | 20,923 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,440,432 | 21,903 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $842,068 | 5,817 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $700,200 | 5,254 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $729,495 | 5,142 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $704,145 | 5,142 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $849,417 | 5,143 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $642,287 | 5,142 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $606,997 | 5,141 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $577,880 | 5,139 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $478,903 | 5,139 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $461,276 | 5,139 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $394,726 | 5,139 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $324,705 | 5,141 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $318,631 | 4,995 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $239,940 | 5,160 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $266,300 | 5,493 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $340,511 | 5,493 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||