Position in ARES
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$82,129,302
+$4,611,789 QoQ
Shares Held
737,843
+3.8% QoQ
Ownership
0.205%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#48
of 799 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $664,984,215 across 142 Asset Management names. ARES ranks #2 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
247,500 | $237,986,098 | |
| 2 | ARES |
Ares Management Corp
This page
|
737,843 | $82,129,302 | |
| 3 | CRBG |
Corebridge Financial, Inc.
|
2,173,146 | $62,217,169 | |
| 4 | AMP |
Ameriprise Financial Inc
|
97,011 | $44,504,764 | |
| 5 | BX |
Blackstone Inc.
|
176,177 | $20,730,746 | |
| 6 | RJF |
Raymond James Financial Inc
|
135,531 | $20,604,777 | |
| 7 | APO |
Apollo Global Management, Inc.
|
167,601 | $19,828,873 | |
| 8 | STT |
State Street Corp
|
78,008 | $13,230,156 |
All Filings in ARES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,129,302 | 737,843 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $77,517,513 | 710,518 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $107,299,205 | 663,857 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $100,582,960 | 629,076 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $104,395,087 | 602,743 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $85,342,706 | 582,107 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $99,270,810 | 560,757 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $100,075,928 | 642,171 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $82,346,513 | 617,846 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $80,564,468 | 605,839 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $76,757,863 | 645,458 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $69,404,227 | 674,679 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $65,104,079 | 675,704 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $58,589,314 | 702,173 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $44,993,003 | 657,408 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $41,094,098 | 663,343 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $35,934,266 | 631,978 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $50,815,700 | 625,578 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $48,550,858 | 597,402 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $43,614,996 | 590,749 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $37,066,737 | 582,902 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $18,622,745 | 332,371 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,166,229 | 46,041 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $1,582,523 | 39,152 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $995,437 | 25,074 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $851,842 | 27,541 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||