Position in ARES
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$610,413
-$1,423,698 QoQ
Shares Held
5,595
-55.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SVB WEALTH LLC holds $3,592,725 across 1 Asset Management name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEN |
Franklin Resources Inc
|
107,987 | $3,592,725 |
All Filings in ARES
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $610,413 | 5,595 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,034,111 | 12,585 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,879,616 | 18,010 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,869,805 | 22,343 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,593,729 | 31,333 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $9,103,412 | 51,423 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $7,376,513 | 55,346 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $6,749,665 | 50,757 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $417,446 | 4,058 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $415,942 | 4,317 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $434,471 | 5,207 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $245,493 | 3,587 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $226,240 | 3,652 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $275,486 | 4,845 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $391,934 | 4,825 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $390,258 | 4,802 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $383,694 | 5,197 | Shares | Defined | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||