Position in ARES
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$7,123
+$468 QoQ
Shares Held
64
+4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#708
of 799 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Westfuller Advisors, LLC holds $1,208,156 across 22 Asset Management names. ARES ranks #16 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
8,649 | $368,360 | |
| 2 | 3,169 | $164,629 | |||
| 3 | BLK |
BlackRock, Inc.
|
126 | $121,156 | |
| 4 | ARCC |
Ares Capital Corp
|
4,380 | $81,161 | |
| 5 | AMP |
Ameriprise Financial Inc
|
155 | $71,107 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
6,373 | $69,274 | |
| 7 | NIE |
Virtus Equity & Convertible Income Fund
|
2,290 | $61,509 | |
| 8 | BXSL |
Blackstone Secured Lending Fund
|
1,984 | $47,040 |
All Filings in ARES
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,123 | 64 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $6,655 | 61 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,040 | 25 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,997 | 25 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||