Position in ARES
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$344,392
New position
Shares Held
3,094
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#530
of 799 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 14%
Shared 0%
None 86%
Position in Asset Management
Financial Services · as of Jun 30, 2026GREENLEAF TRUST holds $17,893,663 across 19 Asset Management names. ARES ranks #17 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
17,295 | $2,933,231 | |
| 2 | BLK |
BlackRock, Inc.
|
2,999 | $2,883,717 | |
| 3 | BX |
Blackstone Inc.
|
18,604 | $2,189,132 | |
| 4 | NTRS |
Northern Trust Corp
|
12,575 | $2,186,037 | |
| 5 | AMP |
Ameriprise Financial Inc
|
2,477 | $1,136,348 | |
| 6 | KKR |
KKR & Co. Inc.
|
8,655 | $794,355 | |
| 7 | EQH |
Equitable Holdings, Inc.
|
17,559 | $770,488 | |
| 8 | PFG |
Principal Financial Group Inc
|
6,411 | $690,977 |
All Filings in ARES
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,392 | 3,094 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||