SageView Advisory Group, LLC
Position in APO — Apollo Global Management, Inc.
CIK 1914558
NEWPORT BEACH, CA
Position in APO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$229,758
+$23,631 QoQ
Shares Held
1,942
+5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#890
of 1,170 holders
Holding Since
Sep 2023
12 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, 2026SageView Advisory Group, LLC holds $4,797,044 across 10 Asset Management names. APO ranks #7 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,422 | $1,367,338 | |
| 2 | STT |
State Street Corp
|
3,564 | $604,454 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
43,780 | $569,577 | |
| 4 | ETJ |
Eaton Vance Risk-Managed Diversified Equity Income Fund
|
68,824 | $569,174 | |
| 5 | BX |
Blackstone Inc.
|
3,938 | $463,384 | |
| 6 | AMP |
Ameriprise Financial Inc
|
981 | $450,043 | |
| 7 | APO |
Apollo Global Management, Inc.
This page
|
1,942 | $229,758 | |
| 8 | PFG |
Principal Financial Group Inc
|
1,982 | $213,619 |
All Filings in APO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,758 | 1,942 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $206,127 | 1,850 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $326,578 | 2,256 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $378,620 | 2,841 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $400,640 | 2,824 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $384,390 | 2,807 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $453,694 | 2,747 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $328,263 | 2,628 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $367,197 | 3,110 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $294,169 | 2,616 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $256,365 | 2,751 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $225,028 | 2,507 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||