Position in ARES
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,423,672
+$440,006 QoQ
Shares Held
30,758
+12.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#256
of 799 holders
Holding Since
Mar 2020
26 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, 2026Janney Montgomery Scott LLC holds $793,422,871 across 245 Asset Management names. ARES ranks #53 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
840,150 | $98,860,450 | |
| 2 | BLK |
BlackRock, Inc.
|
102,643 | $98,697,403 | |
| 3 | APO |
Apollo Global Management, Inc.
|
264,002 | $31,234,076 | |
| 4 | KKR |
KKR & Co. Inc.
|
261,123 | $23,965,868 | |
| 5 | ARCC |
Ares Capital Corp
|
1,094,339 | $20,278,101 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
1,852,474 | $20,136,392 | |
| 7 | TROW |
Price T Rowe Group Inc
|
167,714 | $19,067,404 | |
| 8 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
1,803,728 | $17,694,571 |
All Filings in ARES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,423,672 | 30,758 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,983,666 | 27,348 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,879,448 | 30,189 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $18,387,030 | 114,998 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $19,020,304 | 109,817 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $15,880,355 | 108,317 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $21,716,447 | 122,671 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $18,881,418 | 121,159 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $14,943,486 | 112,121 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $14,551,735 | 109,428 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $13,641,787 | 114,714 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $10,395,939 | 101,059 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $9,576,900 | 99,397 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,304,500 | 15,634 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,085,184 | 15,856 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $860,237 | 13,886 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $717,743 | 12,623 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,112,932 | 13,701 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,066,506 | 13,123 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,011,028 | 13,694 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $924,280 | 14,535 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,123,009 | 20,043 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $691,446 | 14,696 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $591,667 | 14,638 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $438,010 | 11,033 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $240,882 | 7,788 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||