Position in ARES
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$384,464
+$158,409 QoQ
Shares Held
3,454
+66.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#518
of 799 holders
Holding Since
Sep 2021
12 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, 2026Wealthspire Advisors, LLC holds $49,912,238 across 44 Asset Management names. ARES ranks #26 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTG |
Reaves Utility Income Fund
|
159,511 | $6,495,287 | |
| 2 | BX |
Blackstone Inc.
|
52,520 | $6,180,028 | |
| 3 | EIM |
Eaton Vance Municipal Bond Fund
|
563,559 | $5,613,047 | |
| 4 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
374,135 | $4,818,858 | |
| 5 | APO |
Apollo Global Management, Inc.
|
31,445 | $3,720,257 | |
| 6 | BLK |
BlackRock, Inc.
|
3,342 | $3,213,533 | |
| 7 | KKR |
KKR & Co. Inc.
|
22,676 | $2,081,203 | |
| 8 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
199,488 | $1,571,965 |
All Filings in ARES
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,464 | 3,454 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $226,055 | 2,072 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $470,181 | 2,909 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $374,622 | 2,343 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $334,449 | 1,931 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $376,347 | 2,567 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $395,839 | 2,236 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $256,512 | 1,646 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $222,710 | 1,671 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $237,103 | 1,783 | Shares | Sole | 2024-05-06 | |
| 2021-12-31 | $6,179,526 | 76,037 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,726,623 | 77,565 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||