Annis Gardner Whiting Capital Advisors, LLC
Position in APO — Apollo Global Management, Inc.
CIK 1998414
TAMPA, FL
Position in APO
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$348,633
-$118,507 QoQ
Shares Held
3,129
-3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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, 2026Annis Gardner Whiting Capital Advisors, LLC holds $4,635,845 across 31 Asset Management names. APO ranks #5 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,367 | $1,314,657 | |
| 2 | ARES |
Ares Management Corp
|
3,699 | $403,560 | |
| 3 | RJF |
Raymond James Financial Inc
|
2,530 | $366,318 | |
| 4 | OWL |
Blue Owl Capital Inc.
|
40,000 | $365,200 | |
| 5 | APO |
Apollo Global Management, Inc.
This page
|
3,129 | $348,633 | |
| 6 | BEN |
Franklin Resources Inc
|
12,032 | $284,195 | |
| 7 | BX |
Blackstone Inc.
|
2,032 | $233,659 | |
| 8 | TROW |
Price T Rowe Group Inc
|
2,363 | $213,000 |
All Filings in APO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $348,633 | 3,129 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $467,140 | 3,227 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $22,655 | 170 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $19,719 | 139 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,805 | 57 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $11,065 | 67 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $7,119 | 57 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,729 | 57 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,409 | 57 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,311 | 57 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,116 | 57 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||