Position in ARES
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$539,630
+$10,714 QoQ
Shares Held
4,848
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#469
of 799 holders
Holding Since
Dec 2025
3 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, 2026Argos Wealth Advisors, LLC holds $936,754 across 2 Asset Management names. ARES ranks #1 (57.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARES |
Ares Management Corp
This page
|
4,848 | $539,630 | |
| 2 | BLK |
BlackRock, Inc.
|
413 | $397,124 |
All Filings in ARES
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $539,630 | 4,848 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $528,916 | 4,848 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $720,384 | 4,457 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||