Position in ARES
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,509
New position
Shares Held
23
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026RMG Wealth Management LLC holds $641,594 across 9 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCN |
Pimco Corporate & Income Strategy Fund
|
35,765 | $427,390 | |
| 2 | PFG |
Principal Financial Group Inc
|
1,060 | $114,246 | |
| 3 | BLK |
BlackRock, Inc.
|
30 | $28,846 | |
| 4 | KKR |
KKR & Co. Inc.
|
288 | $26,432 | |
| 5 | BX |
Blackstone Inc.
|
165 | $19,415 | |
| 6 | FSK |
FS KKR Capital Corp
|
1,816 | $19,067 | |
| 7 | AMP |
Ameriprise Financial Inc
|
7 | $3,211 | |
| 8 | PSEC |
Prospect Capital Corp
|
836 | $1,931 |
All Filings in ARES
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,509 | 23 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||