Position in ARES
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,851,427
-$1,568,663 QoQ
Shares Held
16,970
-19.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96.72952268709487.ToString("F0")%
Shared 0.ToString("F0")%
None 3.2704773129051268.ToString("F0")%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026LEAVELL INVESTMENT MANAGEMENT, INC. holds $65,910,654 across 18 Asset Management names. ARES ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
601,703 | $21,324,354 | |
| 2 | BX |
Blackstone Inc.
|
127,956 | $14,713,660 | |
| 3 | PSLV |
Sprott Physical Silver Trust
|
565,316 | $13,788,057 | |
| 4 | PDO |
PIMCO Dynamic Income Opportunities Fund
|
392,835 | $5,079,356 | |
| 5 | BSL |
Blackstone Senior Floating Rate 2027 Term Fund
|
260,730 | $3,376,453 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
49,103 | $1,987,198 | |
| 7 | ARES |
Ares Management Corp
This page
|
16,970 | $1,851,427 | |
| 8 | BXSL |
Blackstone Secured Lending Fund
|
45,426 | $1,076,141 |
All Filings in ARES
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,851,427 | 16,970 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,420,090 | 21,160 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,370,321 | 21,079 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,648,284 | 21,064 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,088,193 | 21,064 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,696,740 | 20,882 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,254,250 | 20,882 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,747,967 | 20,618 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,711,462 | 20,390 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,424,778 | 20,390 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $2,097,519 | 20,390 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,964,576 | 20,390 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,601,213 | 19,190 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,313,363 | 19,190 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,185,723 | 19,140 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,088,300 | 19,140 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,554,742 | 19,140 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,555,507 | 19,140 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,398,340 | 18,940 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $922,055 | 14,500 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $812,435 | 14,500 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $611,650 | 13,000 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $525,460 | 13,000 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $476,400 | 12,000 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $332,497 | 10,750 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||