Position in ARES
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$11,910
+$237 QoQ
Shares Held
107
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#695
of 804 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026ATWOOD & PALMER INC holds $36,013,817 across 8 Asset Management names. ARES ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
77,270 | $35,448,385 | |
| 2 | BX |
Blackstone Inc.
|
3,209 | $377,603 | |
| 3 | TY |
TRI-CONTINENTAL Corp
|
2,726 | $93,828 | |
| 4 | ADX |
Adams Diversified Equity Fund, Inc.
|
1,057 | $27,006 | |
| 5 | BLK |
BlackRock, Inc.
|
28 | $26,923 | |
| 6 | NTRS |
Northern Trust Corp
|
100 | $17,384 | |
| 7 | ARES |
Ares Management Corp
This page
|
107 | $11,910 | |
| 8 | PFG |
Principal Financial Group Inc
|
100 | $10,778 |
All Filings in ARES
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,910 | 107 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $11,673 | 107 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $17,294 | 107 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $17,108 | 107 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $18,532 | 107 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $15,687 | 107 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $18,942 | 107 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||