Position in APO
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,064,723
+$631,311 QoQ
Shares Held
18,531
+87.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
12 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 Mar 31, 2026BOKF, NA holds $40,107,336 across 43 Asset Management names. APO ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
11,572 | $11,128,907 | |
| 2 | RJF |
Raymond James Financial Inc
|
30,402 | $4,401,905 | |
| 3 | AMP |
Ameriprise Financial Inc
|
8,215 | $3,650,745 | |
| 4 | SEIC |
Sei Investments Co
|
40,387 | $3,169,167 | |
| 5 | BX |
Blackstone Inc.
|
24,441 | $2,810,470 | |
| 6 | APO |
Apollo Global Management, Inc.
This page
|
18,531 | $2,064,723 | |
| 7 | KKR |
KKR & Co. Inc.
|
17,286 | $1,598,955 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
40,031 | $1,418,698 |
All Filings in APO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||