Position in ARES
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$13,468
+$1,467 QoQ
Shares Held
121
+10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#689
of 799 holders
Holding Since
Jun 2020
6 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026RATIONAL ADVISORS, INC. holds $2,699,563 across 4 Asset Management names. ARES ranks #4 (0.5% of the industry book) .
All Filings in ARES
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,468 | 121 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $12,001 | 110 | Shares | Other | 2026-05-07 | |
| 2025-12-31 | $17,779 | 110 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $15,829 | 99 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $12,470 | 72 | Shares | Other | 2025-07-31 | |
| 2020-06-30 | $332,447 | 8,374 | Shares | Other | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||