Position in APO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$10,411
+$2,055 QoQ
Shares Held
88
+17.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,068
of 1,165 holders
Holding Since
Mar 2022
14 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, 2026MEEDER ASSET MANAGEMENT INC holds $39,014,579 across 13 Asset Management names. APO ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
44,189 | $20,272,141 | |
| 2 | STT |
State Street Corp
|
89,439 | $15,168,852 | |
| 3 | NTRS |
Northern Trust Corp
|
18,328 | $3,186,136 | |
| 4 | RJF |
Raymond James Financial Inc
|
1,800 | $273,653 | |
| 5 | BLK |
BlackRock, Inc.
|
31 | $29,808 | |
| 6 | BX |
Blackstone Inc.
|
151 | $17,768 | |
| 7 | SAMG |
Silvercrest Asset Management Group Inc.
|
1,396 | $14,113 | |
| 8 | KKR |
KKR & Co. Inc.
|
146 | $13,399 |
All Filings in APO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,411 | 88 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $8,356 | 75 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $15,055 | 104 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $14,126 | 106 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $50,789 | 358 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $43,409 | 317 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $23,948 | 145 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $19,361 | 155 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $19,009 | 161 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $14,618 | 130 | Shares | Sole | 2024-05-07 | |
| 2022-12-31 | $3,132,725 | 49,110 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $53,940 | 1,160 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $63,266 | 1,305 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $104,515 | 1,686 | Shares | Defined | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||