Action Point Financial Planning’s Ares Management ARES Stock Holding History

Action Point Financial Planning’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	$5.79K	Buy	+54	New	+$6.48K	﹤0.01%	1744

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

Action Point Financial Planning's ARES Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Ares Management (ARES) in Q2 2026: 54 shares worth $5.79K. The stake represents ﹤0.01% of the portfolio and ranks #1744 among its holdings.

800 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Action Point Financial Planning held 54 shares of Ares Management worth $5.79K as of Q2 2026.
Ares Management was a new Action Point Financial Planning position in Q2 2026.
Ares Management made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1744 holding.
800 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.