Position in ARES
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$337,157
+$3,093 QoQ
Shares Held
3,029
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#531
of 799 holders
Holding Since
Dec 2020
23 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, 2026Chesley Taft & Associates LLC holds $20,881,081 across 9 Asset Management names. ARES ranks #9 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
66,521 | $7,827,525 | |
| 2 | BLK |
BlackRock, Inc.
|
4,460 | $4,288,557 | |
| 3 | NTRS |
Northern Trust Corp
|
23,528 | $4,090,107 | |
| 4 | AMP |
Ameriprise Financial Inc
|
5,331 | $2,445,648 | |
| 5 | APO |
Apollo Global Management, Inc.
|
5,218 | $617,341 | |
| 6 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
13,139 | $513,077 | |
| 7 | EQH |
Equitable Holdings, Inc.
|
9,670 | $424,318 | |
| 8 | PFG |
Principal Financial Group Inc
|
3,130 | $337,351 |
All Filings in ARES
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,157 | 3,029 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $334,064 | 3,062 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,929,376 | 11,937 | Shares | Other | 2026-01-14 | |
| 2025-09-30 | $1,802,120 | 11,271 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,969,284 | 11,370 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,920,151 | 13,097 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,482,314 | 14,022 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,175,838 | 13,962 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,022,124 | 15,172 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $2,137,520 | 16,074 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,923,412 | 16,174 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,386,070 | 13,474 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,318,742 | 13,687 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,136,202 | 13,617 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $935,369 | 13,667 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,005,758 | 16,235 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $877,065 | 15,425 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $1,252,972 | 15,425 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,259,685 | 15,500 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $1,142,519 | 15,475 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $980,875 | 15,425 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $862,862 | 15,400 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $702,221 | 14,925 | Shares | Sole | 2021-01-11 | |
| No filing history on record for this holder in this stock. | ||||||