Position in ARES
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,523,638
-$231,158 QoQ
Shares Held
40,640
-6.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#234
of 806 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Wealthfront Advisers LLC holds $92,163,470 across 20 Asset Management names. ARES ranks #8 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
19,414 | $18,667,725 | |
| 2 | STT |
State Street Corp
|
70,275 | $11,918,640 | |
| 3 | BX |
Blackstone Inc.
|
84,008 | $9,885,221 | |
| 4 | PFG |
Principal Financial Group Inc
|
71,257 | $7,680,079 | |
| 5 | TROW |
Price T Rowe Group Inc
|
66,575 | $7,568,911 | |
| 6 | AMP |
Ameriprise Financial Inc
|
14,702 | $6,744,689 | |
| 7 | APO |
Apollo Global Management, Inc.
|
56,931 | $6,735,506 | |
| 8 | ARES |
Ares Management Corp
This page
|
40,640 | $4,523,638 |
All Filings in ARES
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,523,638 | 40,640 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,754,796 | 43,582 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,732,359 | 23,092 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,196,041 | 19,989 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,963,278 | 17,109 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,620,067 | 17,871 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,349,938 | 18,923 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $2,947,869 | 18,916 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,350,659 | 17,637 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,300,288 | 17,298 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,897,130 | 15,953 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,579,260 | 15,352 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,272,976 | 13,212 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||