Position in APO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$616,631
-$25,928 QoQ
Shares Held
5,212
-9.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#659
of 1,165 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CAPITAL ADVISORS INC/OK holds $113,422,818 across 6 Asset Management names. APO ranks #4 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
1,010,203 | $43,024,545 | |
| 2 | BX |
Blackstone Inc.
|
337,510 | $39,714,801 | |
| 3 | ARCC |
Ares Capital Corp
|
1,575,211 | $29,188,659 | |
| 4 | APO |
Apollo Global Management, Inc.
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|
5,212 | $616,631 | |
| 5 | BLK |
BlackRock, Inc.
|
579 | $556,743 | |
| 6 | BAM |
Brookfield Asset Management Ltd.
|
7,167 | $321,439 |
All Filings in APO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $616,631 | 5,212 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $642,559 | 5,767 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $668,501 | 4,618 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $579,324 | 4,347 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $618,695 | 4,361 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $595,415 | 4,348 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $694,662 | 4,206 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $499,640 | 4,000 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $472,280 | 4,000 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $449,800 | 4,000 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $401,182 | 4,305 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $386,416 | 4,305 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $307,240 | 4,000 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $259,461 | 4,108 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $255,160 | 4,000 | Shares | Sole | 2023-01-17 | |
| 2022-03-31 | $247,960 | 4,000 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||