Position in APO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$439,048
+$194,927 QoQ
Shares Held
3,711
+69.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#725
of 1,162 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WEST PACES ADVISORS INC. holds $1,808,660 across 15 Asset Management names. APO ranks #2 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRS |
Northern Trust Corp
|
5,008 | $870,590 | |
| 2 | APO |
Apollo Global Management, Inc.
This page
|
3,711 | $439,048 | |
| 3 | BLK |
BlackRock, Inc.
|
180 | $173,080 | |
| 4 | ARES |
Ares Management Corp
|
1,214 | $135,130 | |
| 5 | BX |
Blackstone Inc.
|
595 | $70,013 | |
| 6 | AMP |
Ameriprise Financial Inc
|
138 | $63,308 | |
| 7 | PFG |
Principal Financial Group Inc
|
152 | $16,382 | |
| 8 | KKR |
KKR & Co. Inc.
|
105 | $9,636 |
All Filings in APO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $439,048 | 3,711 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $244,121 | 2,191 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $273,741 | 1,891 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $248,681 | 1,866 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||