Position in ARES
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$502,119
-$50,690 QoQ
Shares Held
4,511
-11.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#486
of 804 holders
Holding Since
Mar 2020
15 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $10,750,847 across 30 Asset Management names. ARES ranks #9 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,032 | $2,915,449 | |
| 2 | PFG |
Principal Financial Group Inc
|
17,647 | $1,901,993 | |
| 3 | APO |
Apollo Global Management, Inc.
|
7,928 | $937,961 | |
| 4 | KKR |
KKR & Co. Inc.
|
8,692 | $797,751 | |
| 5 | HLNE |
Hamilton Lane INC
|
7,966 | $627,959 | |
| 6 | CG |
Carlyle Group Inc.
|
13,206 | $556,104 | |
| 7 | BX |
Blackstone Inc.
|
4,513 | $531,044 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
1,512 | $511,660 |
All Filings in ARES
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $502,119 | 4,511 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $552,809 | 5,067 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $868,761 | 5,375 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $970,052 | 6,067 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $1,141,041 | 6,588 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $995,628 | 6,791 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $1,134,408 | 6,408 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $904,962 | 5,807 | Shares | Defined | 2024-11-18 | |
| 2024-03-31 | $664 | 5 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $201,093 | 1,691 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $261,495 | 2,542 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $276,042 | 2,865 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $226,289 | 2,712 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $1,624 | 20 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $1,979 | 64 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||