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Equibles

Plan Group Financial, LLC

Position in APO — Apollo Global Management, Inc.

CIK 1940033 OKLAHOMA CITY, OK
Back to APO Full portfolio

Position in APO

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$608,823
-$5,324 QoQ
Shares Held
5,146
-6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
8 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, 2026

Plan Group Financial, LLC holds $14,871,157 across 21 Asset Management names. APO ranks #6 (4.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ARCC
Ares Capital Corp
 147,018 $2,724,243
2 OCSL
Oaktree Specialty Lending Corp
 202,342 $2,415,963
3 FDUS
FIDUS INVESTMENT Corp
 125,520 $2,393,666
4 TSLX
Sixth Street Specialty Lending, Inc.
 120,324 $2,065,963
5 IVZ
Invesco Ltd.
 14,652 $815,796
6 APO
Apollo Global Management, Inc.
This page 		5,146 $608,823
7 NZF
Nuveen Municipal Credit Income Fund
 38,665 $490,272
8 HASI
HA Sustainable Infrastructure Capital, Inc.
 10,695 $417,639

All Filings in APO

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $608,823 5,146
2026-03-31 $614,147 5,512
2025-12-31 $821,368 5,674
2025-09-30 $724,588 5,437
2025-06-30 $737,440 5,198
2025-03-31 $575,011 4,199
2024-12-31 $452,868 2,742
2024-09-30 $336,757 2,696