Advyzon Investment Management, LLC
Position in APO — Apollo Global Management, Inc.
CIK 2011872
LISLE, IL
Position in APO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$682,648
+$340,144 QoQ
Shares Held
5,770
+87.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#641
of 1,165 holders
Holding Since
Mar 2026
2 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, 2026Advyzon Investment Management, LLC holds $6,942,489 across 16 Asset Management names. APO ranks #3 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
2,035 | $1,956,774 | |
| 2 | FHI |
Federated Hermes, Inc.
|
12,973 | $716,369 | |
| 3 | APO |
Apollo Global Management, Inc.
This page
|
5,770 | $682,648 | |
| 4 | BX |
Blackstone Inc.
|
4,904 | $577,052 | |
| 5 | PSLV |
Sprott Physical Silver Trust
|
21,017 | $396,590 | |
| 6 | MHD |
Blackrock Muniholdings Fund, Inc.
|
30,000 | $357,000 | |
| 7 | BXSL |
Blackstone Secured Lending Fund
|
12,773 | $302,847 | |
| 8 | MQY |
Blackrock Muniyield Quality Fund, Inc.
|
24,505 | $284,258 |
All Filings in APO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $682,648 | 5,770 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $342,504 | 3,074 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||