Position in ARES
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$275,380
+$30,834 QoQ
Shares Held
2,474
+63.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#557
of 799 holders
Holding Since
Sep 2024
6 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, 2026Wedmont Private Capital holds $17,392,088 across 28 Asset Management names. ARES ranks #18 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
2,506 | $2,409,669 | |
| 2 | AMP |
Ameriprise Financial Inc
|
3,574 | $1,639,608 | |
| 3 | RJF |
Raymond James Financial Inc
|
10,764 | $1,636,450 | |
| 4 | BX |
Blackstone Inc.
|
12,717 | $1,496,409 | |
| 5 | STT |
State Street Corp
|
6,906 | $1,171,257 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
37,846 | $1,141,813 | |
| 7 | MAIN |
Main Street Capital CORP
|
16,928 | $878,224 | |
| 8 | ARCC |
Ares Capital Corp
|
36,412 | $674,714 |
All Filings in ARES
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,380 | 2,474 | Shares | Sole | 2026-07-13 | |
| 2025-12-31 | $244,546 | 1,513 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $242,872 | 1,519 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $246,463 | 1,423 | Shares | Sole | 2025-07-10 | |
| 2024-12-31 | $231,909 | 1,310 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $229,708 | 1,474 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||