CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in ARES — Ares Management Corp
CIK 1766904
RICHMOND, VA
Position in ARES
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$186,447
-$50,177 QoQ
Shares Held
1,709
+16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $2,375,419 across 18 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
632 | $607,699 | |
| 2 | BX |
Blackstone Inc.
|
2,969 | $349,358 | |
| 3 | BAM |
Brookfield Asset Management Ltd.
|
4,762 | $213,572 | |
| 4 | AMP |
Ameriprise Financial Inc
|
422 | $193,591 | |
| 5 | KKR |
KKR & Co. Inc.
|
2,091 | $191,907 | |
| 6 | APO |
Apollo Global Management, Inc.
|
1,164 | $137,709 | |
| 7 | NTRS |
Northern Trust Corp
|
774 | $134,549 | |
| 8 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
10,563 | $124,009 |
All Filings in ARES
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $186,447 | 1,709 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $236,624 | 1,464 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $197,460 | 1,235 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $206,973 | 1,195 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $126,815 | 865 | Shares | Other | 2025-05-09 | |
| 2024-06-30 | $212,579 | 1,595 | Shares | Other | 2024-07-22 | |
| 2023-09-30 | $139,078 | 1,352 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,528 | 47 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $3,921 | 47 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,216 | 47 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||