BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in ARES — Ares Management Corp
CIK 1654599
MORRISTOWN, NJ
Position in ARES
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$486,981
+$9,669 QoQ
Shares Held
4,375
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#20
of 58 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $3,170,134 across 33 Asset Management names. ARES ranks #3 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
6,407 | $758,012 | |
| 2 | BX |
Blackstone Inc.
|
6,021 | $708,491 | |
| 3 | ARES |
Ares Management Corp
This page
|
4,375 | $486,981 | |
| 4 | AB |
Alliancebernstein Holding L.P.
|
4,860 | $171,169 | |
| 5 | RJF |
Raymond James Financial Inc
|
975 | $148,229 | |
| 6 | STT |
State Street Corp
|
670 | $113,632 | |
| 7 | ARCC |
Ares Capital Corp
|
6,106 | $113,144 | |
| 8 | GAB |
Gabelli Equity Trust Inc
|
19,000 | $107,540 |
All Filings in ARES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $486,981 | 4,375 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $477,312 | 4,375 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $707,131 | 4,375 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $699,518 | 4,375 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $757,750 | 4,375 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $641,418 | 4,375 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $774,506 | 4,375 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $681,800 | 4,375 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $583,100 | 4,375 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $581,787 | 4,375 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $524,080 | 4,407 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $614,853 | 5,977 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $575,883 | 5,977 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $498,720 | 5,977 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $416,799 | 6,090 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $406,949 | 6,569 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $842,892 | 14,824 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,108,545 | 13,647 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,035,542 | 12,742 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $928,190 | 12,572 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $803,841 | 12,641 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $710,124 | 12,674 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $626,753 | 13,321 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $780,550 | 19,311 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $763,272 | 19,226 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $636,415 | 20,576 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||