Position in APO
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$1,742,497
-$1,037,763 QoQ
Shares Held
15,639
-18.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026PINNACLE ASSOCIATES LTD holds $99,476,290 across 29 Asset Management names. APO ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
40,546 | $38,993,493 | |
| 2 | BX |
Blackstone Inc.
|
195,249 | $22,451,682 | |
| 3 | RJF |
Raymond James Financial Inc
|
103,307 | $14,957,820 | |
| 4 | KKR |
KKR & Co. Inc.
|
71,886 | $6,649,455 | |
| 5 | CET |
Central Securities Corp
|
52,590 | $2,611,619 | |
| 6 | APO |
Apollo Global Management, Inc.
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|
15,639 | $1,742,497 | |
| 7 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
123,724 | $1,525,516 | |
| 8 | EQH |
Equitable Holdings, Inc.
|
39,059 | $1,449,479 |
All Filings in APO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,742,497 | 15,639 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,780,260 | 19,206 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,361,219 | 10,214 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $352,121 | 2,482 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $545,021 | 3,980 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $595,897 | 3,608 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||