Skip to main content
Livermore
Livermore
ZHEN

Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

APO holding history

Apollo Global Management, Inc. in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

APO overviewAll 13F holders of APOFull Q2 2026 holdings

Shares (Q2 2026)
17,588
Value
$2.08M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of APO by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,588$2.08M<0.1%−2,630−13.0%ReducedHolders
Q1 202620,218$2.25M<0.1%+280+1.4%AddedHolders
Q4 202519,938$2.89M<0.1%+5,665+39.7%AddedHolders
Q3 202514,273$1.90M<0.1%+366+2.6%AddedHolders
Q2 202513,907$1.97M<0.1%+3,985+40.2%AddedHolders
Q1 20259,922$1.36M<0.1%+2,363+31.3%AddedHolders
Q4 20247,559$1.25M<0.1%+4,550+151.2%AddedHolders
Q3 20243,009$375.9K<0.1%−1,179−28.2%ReducedHolders
Q2 20244,188$494.5K<0.1%+712+20.5%AddedHolders
Q1 20243,476$390.9K<0.1%−5,494−61.2%ReducedHolders
Q4 20238,970$835.9K<0.1%+1,681+23.1%AddedHolders
Q3 20237,289$654.3K<0.1%+357+5.2%AddedHolders
Q2 20236,932$532.5K<0.1%−194−2.7%ReducedHolders
Q1 20237,126$450.1K<0.1%−535−7.0%ReducedHolders
Q4 20227,661$488.7K<0.1%−10,529−57.9%ReducedHolders
Q3 202218,190$846.0K<0.1%+669+3.8%AddedHolders
Q2 202217,521$849.0K<0.1%+7,238+70.4%AddedHolders
Q1 202210,283$637.0K<0.1%+7,019+215.0%AddedHolders
Q4 20213,264$236.0K<0.1%−1,132−25.8%ReducedHolders
Q3 20214,396$271.0K<0.1%+1,918+77.4%AddedHolders
Q2 20212,478$154.0K<0.1%+120+5.1%AddedHolders
Q1 20212,358$111.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.