Envestnet Portfolio Solutions, Inc.

Position in APO — Apollo Global Management, Inc.

CIK 1998033 BERWYN, PA

Position in APO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$590,603

+$233,725 QoQ

Shares Held

4,992

+55.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#670

of 1,165 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $66,284,905 across 26 Asset Management names. APO ranks #11 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TROW	Price T Rowe Group Inc	174,047	$19,787,403
2	BEN	Franklin Resources Inc	546,393	$18,178,495
3	BX	Blackstone Inc.	75,814	$8,921,033
4	BLK	BlackRock, Inc.	6,204	$5,965,518
5	SEIC	Sei Investments Co	20,242	$1,775,425
6	BPRE	Bluerock Private Real Estate Fund	125,957	$1,638,700
7	RJF	Raymond James Financial Inc	9,430	$1,433,642
8	STT	State Street Corp	6,859	$1,163,286

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$590,603	4,992	+55.9%	Shares	Sole	2026-07-20
2026-03-31	$356,878	3,203	-51.1%	Shares	Sole	2026-04-29
2025-12-31	$947,743	6,547	+3.5%	Shares	Sole	2026-02-06
2025-09-30	$842,932	6,325	-29.7%	Shares	Sole	2025-10-30
2025-06-30	$1,276,971	9,001	-17.8%	Shares	Sole	2025-07-25
2025-03-31	$1,498,671	10,944	-30.2%	Shares	Sole	2025-04-21
2024-12-31	$2,590,864	15,687	+8.8%	Shares	Sole	2025-02-10
2024-09-30	$1,800,327	14,413	+8.0%	Shares	Sole	2024-10-31
2024-06-30	$1,575,644	13,345	+12.7%	Shares	Sole	2024-07-16
2024-03-31	$1,331,408	11,840	+20.7%	Shares	Sole	2024-05-06
2023-12-31	$914,100	9,809	+37.4%	Shares	Sole	2024-02-07
2023-09-30	$640,976	7,141	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.