Position in ARES
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$8,176,717
+$7,809,171 QoQ
Shares Held
74,947
+3195.8% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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 Mar 31, 2026WHITTIER TRUST CO holds $122,665,421 across 42 Asset Management names. ARES ranks #4 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
504,190 | $57,976,807 | |
| 2 | KKR |
KKR & Co. Inc.
|
388,667 | $35,951,697 | |
| 3 | BLK |
BlackRock, Inc.
|
11,752 | $11,302,015 | |
| 4 | ARES |
Ares Management Corp
This page
|
74,947 | $8,176,717 | |
| 5 | NAC |
Nuveen California Quality Municipal Income Fund
|
211,237 | $2,460,911 | |
| 6 | ARCC |
Ares Capital Corp
|
83,430 | $1,503,408 | |
| 7 | GBAB |
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
|
100,514 | $1,457,453 | |
| 8 | OTF |
Blue Owl Technology Finance Corp.
|
63,967 | $792,551 |
All Filings in ARES
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,176,717 | 74,947 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $367,546 | 2,274 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $377,020 | 2,358 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $393,856 | 2,274 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $293,953 | 2,005 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $354,945 | 2,005 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $352,977 | 2,265 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $281,620 | 2,113 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $280,986 | 2,113 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $51,016 | 429 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $44,131 | 429 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $31,024 | 322 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $17,856 | 214 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $14,646 | 214 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $13,257 | 214 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $12,168 | 214 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,380 | 17 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||