KINGSWOOD WEALTH ADVISORS, LLC

Position in APO — Apollo Global Management, Inc.

CIK 1987855 SAN DIEGO, CA

Position in APO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$496,310

+$40,491 QoQ

Shares Held

4,195

+2.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#696

of 1,165 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $27,237,881 across 45 Asset Management names. APO ranks #19 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STT	State Street Corp	15,476	$2,624,729
2	BX	Blackstone Inc.	13,698	$1,611,843
3	BPRE	Bluerock Private Real Estate Fund	116,970	$1,521,779
4	STEW	SRH Total Return Fund, Inc.	72,775	$1,302,672
5	OBDC	Blue Owl Capital Corp	119,107	$1,294,693
6	AB	Alliancebernstein Holding L.P.	35,110	$1,236,574
7	NBXG	Neuberger Next Generation Connectivity Fund Inc.	66,653	$1,102,440
8	BLK	BlackRock, Inc.	1,146	$1,101,947

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$496,310	4,195	+2.5%	Shares	Sole	2026-07-27
2026-03-31	$455,819	4,091	-0.7%	Shares	Sole	2026-04-28
2025-12-31	$596,555	4,121	+12.8%	Shares	Sole	2026-01-28
2025-09-30	$486,968	3,654	+3.9%	Shares	Sole	2025-10-23
2025-06-30	$499,098	3,518	+3.7%	Shares	Sole	2025-07-23
2025-03-31	$464,500	3,392	-37.4%	Shares	Sole	2025-07-25
2024-12-31	$895,332	5,421	+98.6%	Shares	Sole	2025-01-22
2024-09-30	$341,004	2,730	-16.1%	Shares	Sole	2024-10-21
2024-03-31	$366,024	3,255	+10.8%	Shares	Sole	2024-04-15
2023-12-31	$273,699	2,937	—	Shares	Sole	2024-01-16
No filing history on record for this holder in this stock.