Position in ARES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,196,867
+$1,157,736 QoQ
Shares Held
73,640
+14.1% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#169
of 799 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 64%
Shared 12%
None 24%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Derivatives in ARES
reported options exposure · as of Jun 30, 2026CallValue
$11,131
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $798,098,841 across 121 Asset Management names. ARES ranks #23 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
169,709 | $163,185,384 | |
| 2 | NTRS |
Northern Trust Corp
|
497,727 | $86,524,861 | |
| 3 | BX |
Blackstone Inc.
|
606,509 | $71,367,913 | |
| 4 | APO |
Apollo Global Management, Inc.
|
388,650 | $45,981,179 | |
| 5 | AMP |
Ameriprise Financial Inc
|
81,171 | $37,238,006 | |
| 6 | KKR |
KKR & Co. Inc.
|
299,707 | $27,507,107 | |
| 7 | PDO |
PIMCO Dynamic Income Opportunities Fund
|
1,734,470 | $22,929,693 | |
| 8 | PFG |
Principal Financial Group Inc
|
208,030 | $22,421,472 |
All Filings in ARES
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,131 | 100 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $8,196,867 | 73,640 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $10,910 | 100 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $7,039,131 | 64,520 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $4,193,651 | 25,946 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $4,137,153 | 25,875 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,490,383 | 25,926 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,935,745 | 26,845 | Shares | Other | 2025-04-30 | |
| 2024-12-31 | $4,841,062 | 27,346 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,576,633 | 10,117 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $478,741 | 3,592 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $431,786 | 3,247 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,970,742 | 16,572 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||