Plan Group Financial, LLC
Position in APO — Apollo Global Management, Inc.
CIK 1940033
OKLAHOMA CITY, OK
Position in APO
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$614,147
-$207,221 QoQ
Shares Held
5,512
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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 Mar 31, 2026Plan Group Financial, LLC holds $11,496,007 across 19 Asset Management names. APO ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
121,545 | $2,190,240 | |
| 2 | OCSL |
Oaktree Specialty Lending Corp
|
161,006 | $1,819,367 | |
| 3 | FDUS |
FIDUS INVESTMENT Corp
|
98,802 | $1,721,130 | |
| 4 | TSLX |
Sixth Street Specialty Lending, Inc.
|
90,369 | $1,660,982 | |
| 5 | APO |
Apollo Global Management, Inc.
This page
|
5,512 | $614,147 | |
| 6 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
14,915 | $548,126 | |
| 7 | NZF |
Nuveen Municipal Credit Income Fund
|
38,665 | $470,939 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
9,300 | $329,592 |
All Filings in APO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $614,147 | 5,512 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $821,368 | 5,674 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $724,588 | 5,437 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $737,440 | 5,198 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $575,011 | 4,199 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $452,868 | 2,742 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $336,757 | 2,696 | Shares | Sole | 2024-10-22 | |
| No filing history on record for this holder in this stock. | ||||||