Quotient Wealth Partners, LLC

Position in ARES — Ares Management Corp

CIK 2004904 DALLAS, TX

Position in ARES

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$202,361

-$13,984 QoQ

Shares Held

1,818

-8.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#602

of 799 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Quotient Wealth Partners, LLC holds $2,645,094 across 8 Asset Management names. ARES ranks #8 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	715	$687,515
2	BX	Blackstone Inc.	3,913	$460,442
3	APO	Apollo Global Management, Inc.	3,036	$359,189
4	PHYS	Sprott Physical Gold Trust	8,382	$252,884
5	STT	State Street Corp	1,432	$242,867
6	KKR	KKR & Co. Inc.	2,468	$226,513
7	AMP	Ameriprise Financial Inc	465	$213,323
8	ARES	Ares Management Corp This page	1,818	$202,361

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$202,361	1,818	-8.3%	Shares	Sole	2026-08-03
2026-03-31	$216,345	1,983	-16.7%	Shares	Sole	2026-04-16
2025-12-31	$384,841	2,381	-3.8%	Shares	Sole	2026-01-22
2025-09-30	$395,567	2,474	-7.7%	Shares	Sole	2025-10-10
2025-06-30	$464,176	2,680	+0.8%	Shares	Sole	2025-07-29
2025-03-31	$389,689	2,658	-17.1%	Shares	Sole	2025-04-30
2024-12-31	$567,558	3,206	-2.3%	Shares	Sole	2025-01-28
2024-09-30	$511,311	3,281	-5.2%	Shares	Sole	2024-10-09
2024-06-30	$461,415	3,462	-51.2%	Shares	Sole	2024-07-24
2024-03-31	$943,759	7,097	-22.4%	Shares	Sole	2024-05-14
2023-12-31	$1,087,047	9,141	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.