Position in ARES
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$249,223
-$1,597 QoQ
Shares Held
2,239
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#572
of 804 holders
Holding Since
Dec 2021
19 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, 2026Fulton Bank, N.A. holds $14,324,081 across 12 Asset Management names. ARES ranks #10 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,879 | $3,729,891 | |
| 2 | AMP |
Ameriprise Financial Inc
|
6,688 | $3,068,186 | |
| 3 | KKR |
KKR & Co. Inc.
|
16,231 | $1,489,681 | |
| 4 | RJF |
Raymond James Financial Inc
|
7,399 | $1,124,869 | |
| 5 | PFG |
Principal Financial Group Inc
|
9,665 | $1,041,692 | |
| 6 | BX |
Blackstone Inc.
|
8,847 | $1,041,026 | |
| 7 | AMG |
Affiliated Managers Group, Inc.
|
2,507 | $848,368 | |
| 8 | APO |
Apollo Global Management, Inc.
|
6,521 | $771,498 |
All Filings in ARES
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,223 | 2,239 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $250,820 | 2,299 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $499,275 | 3,089 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $496,298 | 3,104 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $531,204 | 3,067 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $471,057 | 3,213 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $777,515 | 4,392 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $726,680 | 4,663 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $618,418 | 4,640 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $788,704 | 5,931 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,076,819 | 9,055 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $936,014 | 9,099 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $723,684 | 7,511 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $596,845 | 7,153 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $353,560 | 5,166 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $278,898 | 4,502 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $212,087 | 3,730 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $345,145 | 4,249 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $311,263 | 3,830 | Shares | Sole | 2022-01-05 | |
| No filing history on record for this holder in this stock. | ||||||