Position in APO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,158,210
+$93,487 QoQ
Shares Held
18,242
-1.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#442
of 1,171 holders
Holding Since
Mar 2023
13 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, 2026BOKF, NA holds $33,767,581 across 45 Asset Management names. APO ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
11,544 | $11,100,248 | |
| 2 | BX |
Blackstone Inc.
|
34,410 | $4,049,024 | |
| 3 | AMP |
Ameriprise Financial Inc
|
5,777 | $2,650,255 | |
| 4 | APO |
Apollo Global Management, Inc.
This page
|
18,242 | $2,158,210 | |
| 5 | KKR |
KKR & Co. Inc.
|
17,065 | $1,566,225 | |
| 6 | STT |
State Street Corp
|
8,542 | $1,448,722 | |
| 7 | TROW |
Price T Rowe Group Inc
|
12,740 | $1,448,410 | |
| 8 | MAIN |
Main Street Capital CORP
|
25,000 | $1,297,000 |
All Filings in APO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,158,210 | 18,242 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,064,723 | 18,531 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,433,412 | 9,902 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,677,793 | 20,093 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,826,617 | 19,924 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,675,259 | 19,536 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,642 | 16 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,623 | 21 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,479 | 21 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $663,004 | 5,896 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $343,497 | 3,686 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $344,857 | 3,842 | Shares | Defined | 2023-11-14 | |
| 2023-03-31 | $694 | 11 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||