Position in APO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$19,828,873
+$2,454,819 QoQ
Shares Held
167,601
+7.5% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#170
of 1,162 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $664,984,215 across 142 Asset Management names. APO ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
247,500 | $237,986,098 | |
| 2 | ARES |
Ares Management Corp
|
737,843 | $82,129,302 | |
| 3 | CRBG |
Corebridge Financial, Inc.
|
2,173,146 | $62,217,169 | |
| 4 | AMP |
Ameriprise Financial Inc
|
97,011 | $44,504,764 | |
| 5 | BX |
Blackstone Inc.
|
176,177 | $20,730,746 | |
| 6 | RJF |
Raymond James Financial Inc
|
135,531 | $20,604,777 | |
| 7 | APO |
Apollo Global Management, Inc.
This page
|
167,601 | $19,828,873 | |
| 8 | STT |
State Street Corp
|
78,008 | $13,230,156 |
All Filings in APO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,828,873 | 167,601 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $17,374,054 | 155,933 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $30,612,975 | 211,474 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $28,328,003 | 212,561 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $29,802,062 | 210,066 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $29,907,969 | 218,402 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $36,423,064 | 220,532 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $27,129,202 | 217,190 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $19,072,790 | 161,538 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $21,100,791 | 187,646 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $17,665,095 | 189,560 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $17,883,423 | 199,236 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $16,083,475 | 209,393 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $13,047,465 | 206,578 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $13,229,470 | 207,391 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $2,186,755 | 47,027 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $3,743,576 | 77,219 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $7,358,832 | 118,710 | Shares | Defined | 2022-04-22 | |
| No filing history on record for this holder in this stock. | ||||||