Position in ARES
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,237,460
+$125,154 QoQ
Shares Held
38,069
+1.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#236
of 799 holders
Holding Since
Mar 2023
14 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, 2026WHITTIER TRUST CO OF NEVADA INC holds $52,451,236 across 92 Asset Management names. ARES ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
194,465 | $22,882,695 | |
| 2 | KKR |
KKR & Co. Inc.
|
152,294 | $13,977,542 | |
| 3 | BLK |
BlackRock, Inc.
|
7,067 | $6,795,343 | |
| 4 | ARES |
Ares Management Corp
This page
|
38,069 | $4,237,460 | |
| 5 | STT |
State Street Corp
|
5,206 | $882,937 | |
| 6 | SBI |
Western Asset Intermediate Muni Fund Inc.
|
79,576 | $626,263 | |
| 7 | AMP |
Ameriprise Financial Inc
|
1,179 | $540,877 | |
| 8 | FHI |
Federated Hermes, Inc.
|
9,000 | $496,980 |
All Filings in ARES
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,237,460 | 38,069 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,112,306 | 37,693 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $98,594 | 610 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $109,524 | 685 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $104,266 | 602 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $89,725 | 612 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $104,447 | 590 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $87,114 | 559 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $61,575 | 462 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $61,436 | 462 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $32,346 | 272 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $27,980 | 272 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $26,207 | 272 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $3,087 | 37 | Shares | Sole | 2023-04-21 | |
| No filing history on record for this holder in this stock. | ||||||