Position in ARES
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$394,396
-$219,474 QoQ
Shares Held
3,615
-4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026PERSONAL CFO SOLUTIONS, LLC holds $3,931,362 across 10 Asset Management names. ARES ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
2,023 | $899,021 | |
| 2 | BLK |
BlackRock, Inc.
|
825 | $793,410 | |
| 3 | WT |
WisdomTree, Inc.
|
28,413 | $413,693 | |
| 4 | ARES |
Ares Management Corp
This page
|
3,615 | $394,396 | |
| 5 | BX |
Blackstone Inc.
|
3,363 | $386,711 | |
| 6 | TROW |
Price T Rowe Group Inc
|
2,939 | $264,921 | |
| 7 | CNS |
Cohen & Steers, Inc.
|
3,597 | $224,992 | |
| 8 | HLNE |
Hamilton Lane INC
|
2,186 | $217,288 |
All Filings in ARES
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $394,396 | 3,615 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $613,870 | 3,798 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $605,823 | 3,789 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $648,114 | 3,742 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $561,076 | 3,827 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $699,976 | 3,954 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $677,592 | 4,348 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $576,702 | 4,327 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $482,318 | 3,627 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $430,252 | 3,618 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $371,257 | 3,609 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $352,833 | 3,662 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $303,137 | 3,633 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $235,296 | 3,438 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $214,099 | 3,456 | Shares | Defined | 2022-11-01 | |
| 2022-03-31 | $294,458 | 3,625 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $344,991 | 4,245 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $292,735 | 3,965 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $269,621 | 4,240 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $201,932 | 3,604 | Shares | Defined | 2021-04-21 | |
| No filing history on record for this holder in this stock. | ||||||