SageView Advisory Group, LLC
Position in APO — Apollo Global Management, Inc.
CIK 1914558
NEWPORT BEACH, CA
Position in APO
as of Dec 31, 2025
· filed Feb 17, 2026
Position Value
$326,578
-$52,042 QoQ
Shares Held
2,256
-20.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Dec 31, 2025SageView Advisory Group, LLC holds $9,796,029 across 83 Asset Management names. APO ranks #8 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
116,506 | $1,747,590 | |
| 2 | BLK |
BlackRock, Inc.
|
1,463 | $1,565,907 | |
| 3 | BX |
Blackstone Inc.
|
4,117 | $634,594 | |
| 4 | ETJ |
Eaton Vance Risk-Managed Diversified Equity Income Fund
|
59,691 | $526,474 | |
| 5 | MSIF |
Msc Income Fund, Inc.
|
39,287 | $516,231 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,023 | $501,617 | |
| 7 | STT |
State Street Corp
|
3,648 | $470,628 | |
| 8 | APO |
Apollo Global Management, Inc.
This page
|
2,256 | $326,578 |
All Filings in APO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||