Position in ARES
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$9,073,212
+$3,158,356 QoQ
Shares Held
81,513
+50.4% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#163
of 799 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026STEPHENS INC /AR/ holds $200,793,081 across 80 Asset Management names. ARES ranks #9 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
303,289 | $35,688,016 | |
| 2 | APO |
Apollo Global Management, Inc.
|
215,221 | $25,462,796 | |
| 3 | ARCC |
Ares Capital Corp
|
1,186,676 | $21,989,106 | |
| 4 | KKR |
KKR & Co. Inc.
|
198,246 | $18,195,017 | |
| 5 | OBDC |
Blue Owl Capital Corp
|
1,550,470 | $16,853,608 | |
| 6 | OTF |
Blue Owl Technology Finance Corp.
|
1,379,124 | $14,273,933 | |
| 7 | BLK |
BlackRock, Inc.
|
10,150 | $9,759,834 | |
| 8 | NXP |
Nuveen Select Tax Free Income Portfolio
|
676,632 | $9,682,603 |
All Filings in ARES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,073,212 | 81,513 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $5,914,856 | 54,215 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $8,924,077 | 55,213 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $9,714,596 | 60,758 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $10,290,331 | 59,413 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $8,379,787 | 57,157 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $9,790,998 | 55,307 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $8,678,106 | 55,686 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $7,169,531 | 53,793 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $9,309,264 | 70,005 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $8,220,701 | 69,128 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $6,704,757 | 65,177 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,452,044 | 46,207 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,697,810 | 44,317 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,242,413 | 47,376 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,231,250 | 52,159 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $2,913,676 | 51,243 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $4,489,175 | 55,265 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $3,978,735 | 48,957 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $2,067,240 | 28,000 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $1,798,007 | 28,275 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $1,545,027 | 27,575 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,304,461 | 27,725 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,060,014 | 26,225 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $770,775 | 19,415 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $863,410 | 27,915 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||