Position in ARES
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$20,070,306
+$502,785 QoQ
Shares Held
180,310
+0.5% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#101
of 805 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026TRILLIUM ASSET MANAGEMENT, LLC holds $28,686,994 across 5 Asset Management names. ARES ranks #1 (70.0% of the industry book) .
All Filings in ARES
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,070,306 | 180,310 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $19,567,521 | 179,354 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $22,831,692 | 141,259 | Shares | Defined | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||