Plante Moran Financial Advisors, LLC
Position in ARES — Ares Management Corp
CIK 1424717
SOUTHFIELD, MI
Position in ARES
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$28,384
+$6,892 QoQ
Shares Held
255
+29.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#654
of 799 holders
Holding Since
Jun 2022
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $633,547 across 35 Asset Management names. ARES ranks #8 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
826 | $97,195 | |
| 2 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
9,218 | $90,428 | |
| 3 | PHYS |
Sprott Physical Gold Trust
|
2,478 | $74,761 | |
| 4 | BLK |
BlackRock, Inc.
|
67 | $64,424 | |
| 5 | PFG |
Principal Financial Group Inc
|
547 | $58,955 | |
| 6 | VCTR |
Victory Capital Holdings, Inc.
|
640 | $53,798 | |
| 7 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
2,839 | $41,279 | |
| 8 | ARES |
Ares Management Corp
This page
|
255 | $28,384 |
All Filings in ARES
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,384 | 255 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $21,492 | 197 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $88,411 | 547 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $87,459 | 547 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $94,740 | 547 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $98,961 | 675 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $61,960 | 350 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $54,544 | 350 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $46,648 | 350 | Shares | Sole | 2024-08-12 | |
| 2022-06-30 | $3,354 | 59 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||