Position in ARES
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$399,380
+$24,731 QoQ
Shares Held
3,588
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
8 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, 2026Klingman & Associates, LLC holds $55,439,335 across 10 Asset Management names. ARES ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
411,356 | $49,147,828 | |
| 2 | RJF |
Raymond James Financial Inc
|
11,468 | $1,743,480 | |
| 3 | BX |
Blackstone Inc.
|
13,588 | $1,598,899 | |
| 4 | BLK |
BlackRock, Inc.
|
871 | $837,518 | |
| 5 | FRA |
Blackrock Floating Rate Income Strategies Fund, Inc.
|
49,642 | $545,565 | |
| 6 | ARES |
Ares Management Corp
This page
|
3,588 | $399,380 | |
| 7 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
27,788 | $357,909 | |
| 8 | KKR |
KKR & Co. Inc.
|
3,252 | $298,468 |
All Filings in ARES
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,380 | 3,588 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $374,649 | 3,434 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $422,500 | 2,614 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $415,074 | 2,596 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $524,449 | 3,028 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $386,463 | 2,636 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $900,374 | 5,086 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $810,056 | 5,198 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||