Position in APO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,410,800
-$1,054,318 QoQ
Shares Held
12,662
-25.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026ANCHOR CAPITAL ADVISORS LLC holds $1,016,582 across 1 Asset Management name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
5,994 | $1,016,582 |
All Filings in APO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,410,800 | 12,662 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,465,118 | 17,029 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,418,717 | 18,149 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,611,259 | 18,406 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $12,831,141 | 93,699 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $16,280,151 | 98,572 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $12,908,324 | 103,341 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $12,418,602 | 105,180 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||