Position in ARES
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$671,533
+$75,302 QoQ
Shares Held
6,033
+10.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#436
of 799 holders
Holding Since
Jun 2023
13 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, 2026Everhart Financial Group, Inc. holds $3,223,799 across 7 Asset Management names. ARES ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,227 | $1,179,834 | |
| 2 | ARES |
Ares Management Corp
This page
|
6,033 | $671,533 | |
| 3 | CG |
Carlyle Group Inc.
|
11,369 | $478,748 | |
| 4 | KKR |
KKR & Co. Inc.
|
2,901 | $266,253 | |
| 5 | BX |
Blackstone Inc.
|
2,238 | $263,345 | |
| 6 | AMP |
Ameriprise Financial Inc
|
498 | $228,462 | |
| 7 | OBDC |
Blue Owl Capital Corp
|
12,477 | $135,624 |
All Filings in ARES
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $671,533 | 6,033 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $596,231 | 5,465 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,125,106 | 6,961 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $989,878 | 6,191 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $914,149 | 5,278 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $815,444 | 5,562 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $966,937 | 5,462 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $801,017 | 5,140 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $578,035 | 4,337 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $476,866 | 3,586 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $370,911 | 3,119 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $286,081 | 2,781 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $245,499 | 2,548 | Shares | Sole | 2023-07-13 | |
| No filing history on record for this holder in this stock. | ||||||