Position in APO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$25,462,796
+$3,490,772 QoQ
Shares Held
215,221
+9.1% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#145
of 1,165 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026STEPHENS INC /AR/ holds $200,793,081 across 80 Asset Management names. APO ranks #2 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
303,289 | $35,688,016 | |
| 2 | APO |
Apollo Global Management, Inc.
This page
|
215,221 | $25,462,796 | |
| 3 | ARCC |
Ares Capital Corp
|
1,186,676 | $21,989,106 | |
| 4 | KKR |
KKR & Co. Inc.
|
198,246 | $18,195,017 | |
| 5 | OBDC |
Blue Owl Capital Corp
|
1,550,470 | $16,853,608 | |
| 6 | OTF |
Blue Owl Technology Finance Corp.
|
1,379,124 | $14,273,933 | |
| 7 | BLK |
BlackRock, Inc.
|
10,150 | $9,759,834 | |
| 8 | NXP |
Nuveen Select Tax Free Income Portfolio
|
676,632 | $9,682,603 |
All Filings in APO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,462,796 | 215,221 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $21,972,024 | 197,200 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $28,320,991 | 195,641 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $27,351,401 | 205,233 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $26,445,277 | 186,405 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $25,417,296 | 185,609 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $30,384,650 | 183,971 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $17,911,969 | 143,399 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $16,551,761 | 140,186 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $13,837,422 | 123,054 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $11,634,212 | 124,844 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $11,009,871 | 122,659 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $9,227,953 | 120,140 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,701,919 | 121,943 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $8,161,228 | 127,939 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $6,425,556 | 138,184 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $6,753,215 | 139,299 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $9,260,128 | 149,381 | Shares | Defined | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||