Steward Partners Investment Advisory, LLC
Position in ARES — Ares Management Corp
CIK 1723397
STAMFORD, CT
Position in ARES
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,669,352
+$247,737 QoQ
Shares Held
50,933
+2.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#211
of 799 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $303,063,683 across 294 Asset Management names. ARES ranks #9 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
21,807 | $20,968,738 | |
| 2 | BST |
BlackRock Science & Technology Trust
|
211,966 | $10,748,795 | |
| 3 | GDV |
Gabelli Dividend & Income Trust
|
365,524 | $10,746,405 | |
| 4 | BX |
Blackstone Inc.
|
90,124 | $10,604,891 | |
| 5 | ARCC |
Ares Capital Corp
|
406,494 | $7,532,333 | |
| 6 | BSTZ |
BlackRock Science & Technology Term Trust
|
243,765 | $7,320,262 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
225,504 | $6,803,455 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
437,539 | $6,510,580 |
All Filings in ARES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,669,352 | 50,933 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,421,615 | 49,694 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,699,568 | 47,637 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,012,247 | 50,111 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,385,708 | 54,190 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,023,378 | 54,726 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,626,183 | 54,376 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $8,339,933 | 53,516 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,626,282 | 12,202 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,082,324 | 8,139 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $932,332 | 7,840 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $818,330 | 7,955 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $744,014 | 7,722 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $673,778 | 8,075 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $511,041 | 7,467 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $500,927 | 8,086 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $469,549 | 8,258 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $631,969 | 7,780 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $518,258 | 6,377 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $429,912 | 5,823 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $365,133 | 5,742 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $276,003 | 4,926 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $185,377 | 3,940 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $154,808 | 3,830 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $90,476 | 2,279 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $33,342 | 1,078 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||