Position in APO
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$21,972,024
-$6,348,967 QoQ
Shares Held
197,200
+0.8% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.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, 2026STEPHENS INC /AR/ holds $185,080,692 across 74 Asset Management names. APO ranks #2 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
291,762 | $33,549,712 | |
| 2 | APO |
Apollo Global Management, Inc.
This page
|
197,200 | $21,972,024 | |
| 3 | ARCC |
Ares Capital Corp
|
1,183,795 | $21,331,985 | |
| 4 | OBDC |
Blue Owl Capital Corp
|
1,592,507 | $17,613,127 | |
| 5 | KKR |
KKR & Co. Inc.
|
178,038 | $16,468,515 | |
| 6 | OTF |
Blue Owl Technology Finance Corp.
|
890,862 | $11,037,780 | |
| 7 | NXP |
Nuveen Select Tax Free Income Portfolio
|
666,432 | $9,563,299 | |
| 8 | BLK |
BlackRock, Inc.
|
7,093 | $6,821,409 |
All Filings in APO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||