Position in ARES
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$5,221,962
-$1,969,926 QoQ
Shares Held
47,864
+7.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
13 quarters on record
Voting authority
Sole 0.11073040280795587.ToString("F0")%
Shared 0.ToString("F0")%
None 99.88926959719204.ToString("F0")%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Dynamic Advisor Solutions LLC holds $39,352,897 across 42 Asset Management names. ARES ranks #2 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
6,504 | $6,254,961 | |
| 2 | ARES |
Ares Management Corp
This page
|
47,864 | $5,221,962 | |
| 3 | PTY |
Pimco Corporate & Income Opportunity Fund
|
349,786 | $4,218,419 | |
| 4 | BHK |
Blackrock Core Bond Trust
|
433,567 | $3,971,473 | |
| 5 | EQH |
Equitable Holdings, Inc.
|
74,486 | $2,764,175 | |
| 6 | NTRS |
Northern Trust Corp
|
13,892 | $1,938,906 | |
| 7 | BPRE |
Bluerock Private Real Estate Fund
|
89,282 | $1,482,974 | |
| 8 | GOF |
Guggenheim Strategic Opportunities Fund
|
98,677 | $1,087,420 |
All Filings in ARES
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,221,962 | 47,864 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $7,191,888 | 44,496 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $7,139,568 | 44,653 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $7,749,487 | 44,743 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $6,503,472 | 44,359 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $7,999,277 | 45,186 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $7,285,208 | 46,748 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $6,259,895 | 46,968 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $6,289,555 | 47,297 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $5,426,676 | 45,633 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $398,415 | 3,873 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $392,722 | 4,076 | Shares | Sole | 2023-08-03 | |
| 2020-06-30 | $210,529 | 5,303 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||