Position in ARES
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$798,760
+$489,026 QoQ
Shares Held
7,176
+152.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#421
of 799 holders
Holding Since
Mar 2026
2 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, 2026Cornerstone Wealth Group, LLC holds $15,155,017 across 9 Asset Management names. ARES ranks #3 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
8,854 | $8,513,652 | |
| 2 | BX |
Blackstone Inc.
|
35,157 | $4,136,924 | |
| 3 | ARES |
Ares Management Corp
This page
|
7,176 | $798,760 | |
| 4 | RJF |
Raymond James Financial Inc
|
2,587 | $393,301 | |
| 5 | STT |
State Street Corp
|
2,230 | $378,208 | |
| 6 | NTRS |
Northern Trust Corp
|
1,503 | $261,281 | |
| 7 | QQQX |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
|
8,453 | $254,773 | |
| 8 | AMP |
Ameriprise Financial Inc
|
464 | $212,864 |
All Filings in ARES
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $798,760 | 7,176 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $309,734 | 2,839 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||