Position in ARES
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$301,093
-$1,768 QoQ
Shares Held
2,705
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#545
of 806 holders
Holding Since
Dec 2024
7 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, 2026Zhang Financial LLC holds $10,784,791 across 9 Asset Management names. ARES ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
8,317 | $3,815,506 | |
| 2 | APO |
Apollo Global Management, Inc.
|
15,352 | $1,816,295 | |
| 3 | BLK |
BlackRock, Inc.
|
1,298 | $1,248,104 | |
| 4 | BX |
Blackstone Inc.
|
10,028 | $1,179,994 | |
| 5 | KKR |
KKR & Co. Inc.
|
12,740 | $1,169,277 | |
| 6 | STT |
State Street Corp
|
3,284 | $556,966 | |
| 7 | CG |
Carlyle Group Inc.
|
12,734 | $536,228 | |
| 8 | ARES |
Ares Management Corp
This page
|
2,705 | $301,093 |
All Filings in ARES
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,093 | 2,705 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $302,861 | 2,776 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $726,850 | 4,497 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $485,106 | 3,034 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $611,569 | 3,531 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $740,233 | 5,049 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $524,185 | 2,961 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||