ROTHSCHILD INVESTMENT LLC

Position in APO — Apollo Global Management, Inc.

CIK 85338 CHICAGO, IL

Position in APO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,824,340

+$845,404 QoQ

Shares Held

15,420

+75.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#462

of 1,165 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $75,515,400 across 124 Asset Management names. APO ranks #10 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	240,474	$28,296,575
2	RVT	Royce Small-Cap Trust, Inc.	250,772	$4,631,758
3	WT	WisdomTree, Inc.	258,787	$4,383,851
4	KKR	KKR & Co. Inc.	43,559	$3,997,845
5	ARCC	Ares Capital Corp	174,299	$3,229,760
6	BLK	BlackRock, Inc.	2,476	$2,380,822
7	AMP	Ameriprise Financial Inc	5,178	$2,375,459
8	OWL	Blue Owl Capital Inc.	262,486	$2,296,752

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,824,340	15,420	+75.5%	Shares	Sole	2026-08-06
2026-03-31	$978,936	8,786	-0.3%	Shares	Sole	2026-05-07
2025-12-31	$1,275,190	8,809	-80.8%	Shares	Sole	2026-02-10
2025-09-30	$6,120,824	45,928	-0.9%	Shares	Sole	2025-11-07
2025-06-30	$6,576,525	46,356	-10.8%	Shares	Sole	2025-08-11
2025-03-31	$7,112,800	51,941	-0.2%	Shares	Sole	2025-04-08
2024-12-31	$8,599,550	52,068	+209.4%	Shares	Sole	2025-02-04
2024-09-30	$2,102,360	16,831	-1.0%	Shares	Sole	2024-10-18
2024-06-30	$2,006,599	16,995	-1.5%	Shares	Sole	2024-07-31
2024-03-31	$1,939,987	17,252	+379.2%	Shares	Sole	2024-07-31
2023-12-31	$335,484	3,600	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.