3 Factor Indexing’s Ares Management ARES Stock Holding History

3 Factor Indexing’s Portfolio ARES Stock Details ARES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$223	Hold	2	–	–	﹤0.01%	273
2026 Q1	$219	Buy	+2	New	+$265	﹤0.01%	278

Other funds holding ARES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

3 Factor Indexing's ARES Position: Q2 2026 in Review

3 Factor Indexing held its Ares Management (ARES) position steady in Q2 2026 at 2 shares worth $223. The position accounts for ﹤0.01% of the portfolio, ranked #273.

3 Factor Indexing first reported a position in ARES in Q1 2026 and has held it in 2 quarters since. 800 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

3 Factor Indexing held 2 shares of Ares Management worth $223 as of Q2 2026.
3 Factor Indexing left its Ares Management share count unchanged in Q2 2026.
Ares Management made up ﹤0.01% of 3 Factor Indexing's portfolio in Q2 2026, its #273 holding.
3 Factor Indexing first reported a position in Ares Management in Q1 2026 and has held it in 2 quarters since.
800 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.