Position in ARES
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$361,200
-$654,302 QoQ
Shares Held
3,245
-65.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#527
of 806 holders
Holding Since
Mar 2022
18 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, 2026ANGELES WEALTH MANAGEMENT, LLC holds $6,216,762 across 13 Asset Management names. ARES ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
11,922 | $1,402,861 | |
| 2 | BLK |
BlackRock, Inc.
|
1,358 | $1,305,798 | |
| 3 | APO |
Apollo Global Management, Inc.
|
5,262 | $622,547 | |
| 4 | STT |
State Street Corp
|
2,496 | $423,321 | |
| 5 | ARES |
Ares Management Corp
This page
|
3,245 | $361,200 | |
| 6 | BEN |
Franklin Resources Inc
|
10,747 | $357,552 | |
| 7 | TRIN |
Trinity Capital Inc.
|
18,553 | $331,913 | |
| 8 | ARCC |
Ares Capital Corp
|
16,465 | $305,096 |
All Filings in ARES
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,200 | 3,245 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,015,502 | 9,308 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,462,104 | 9,046 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $34,119,406 | 213,393 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $37,074,326 | 214,055 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $31,382,456 | 214,054 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $30,686,911 | 173,343 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $27,013,461 | 173,341 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $23,129,411 | 173,540 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $23,050,620 | 173,339 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $17,150,999 | 144,223 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $14,841,466 | 144,274 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $20,924,522 | 217,172 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $18,116,576 | 217,121 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $13,594,579 | 198,635 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $12,311,881 | 198,739 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $11,300,299 | 198,739 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $16,143,568 | 198,739 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||