Position in ARES
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,783,074
+$707,348 QoQ
Shares Held
16,019
+62.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#315
of 799 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $377,714,113 across 121 Asset Management names. ARES ranks #27 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
720,078 | $109,473,458 | |
| 2 | STT |
State Street Corp
|
244,864 | $41,528,934 | |
| 3 | BLK |
BlackRock, Inc.
|
28,708 | $27,604,464 | |
| 4 | AMP |
Ameriprise Financial Inc
|
34,541 | $15,846,029 | |
| 5 | BX |
Blackstone Inc.
|
124,804 | $14,685,686 | |
| 6 | FHI |
Federated Hermes, Inc.
|
250,866 | $13,852,820 | |
| 7 | NTRS |
Northern Trust Corp
|
72,801 | $12,655,725 | |
| 8 | 187,868 | $9,759,742 |
All Filings in ARES
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,783,074 | 16,019 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $1,075,726 | 9,860 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $885,894 | 5,481 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $755,160 | 4,723 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $988,972 | 5,710 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $627,784 | 4,282 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $736,621 | 4,161 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,335,081 | 8,567 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,255,897 | 9,423 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,340,571 | 10,081 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $876,678 | 7,372 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $684,394 | 6,653 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $675,124 | 7,007 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $466,095 | 5,586 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $321,531 | 4,698 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $293,333 | 4,735 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||