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Advisornet Financial’s Ares Management ARES Stock Holding History

Advisornet Financial’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 		$6.68K Sell
60
-65
-52% -$7.8K ﹤0.01% 1699
2026
Q1 		$13.6K Buy
125
+14
+13% +$1.86K ﹤0.01% 1445
2025
Q4 		$17.9K Buy
111
+8
+8% +$1.25K ﹤0.01% 1371
2025
Q3 		$16.5K Sell
103
-36
-26% -$6.49K ﹤0.01% 1368
2025
Q2 		$24.1K Buy
139
+10
+8% +$1.58K ﹤0.01% 1214
2025
Q1 		$18.9K Buy
129
+2
+2% +$346 ﹤0.01% 1214
2024
Q4 		$22.5K Sell
127
-6
-5% -$1.02K ﹤0.01% 1105
2024
Q3 		$20.7K Sell
133
-20
-13% -$2.9K ﹤0.01% 1186
2024
Q2 		$20.4K Hold
153
– – ﹤0.01% 1091
2024
Q1 		$20.3K Buy
153
+5
+3% +$639 ﹤0.01% 1068
2023
Q4 		$17.6K Sell
148
-57
-28% -$6.19K ﹤0.01% 1127
2023
Q3 		$21.1K Sell
205
-143
-41% -$14.5K ﹤0.01% 1015
2023
Q2 		$33.5K Sell
348
-22
-6% -$1.9K ﹤0.01% 927
2023
Q1 		$30.9K Sell
370
-97
-21% -$7.71K ﹤0.01% 933
2022
Q4 		$32K Sell
467
-54
-10% -$3.9K ﹤0.01% 913
2022
Q3 		$32K Sell
521
-155
-23% -$10.8K ﹤0.01% 971
2022
Q2 		$38K Sell
676
-565
-46% -$39.1K ﹤0.01% 945
2022
Q1 		$101K Buy
1,241
+730
+143% +$56.1K 0.01% 745
2021
Q4 		$42K Buy
+511
New +$41.6K ﹤0.01% 1069

Other funds holding ARES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Advisornet Financial's ARES Position: Q2 2026 in Review

Advisornet Financial reduced its Ares Management (ARES) stake by 52% in Q2 2026, selling an estimated $7.8K and leaving 60 shares worth $6.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

Advisornet Financial first reported a position in ARES in Q4 2021 and has held it in 19 quarters since. The position peaked at $101K in Q1 2022. 809 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Advisornet Financial held 60 shares of Ares Management worth $6.68K as of Q2 2026.
  • Advisornet Financial sold 65 Ares Management shares in Q2 2026, an estimated $7.8K.
  • Ares Management made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1699 holding.
  • Advisornet Financial first reported a position in Ares Management in Q4 2021 and has held it in 19 quarters since.
  • Advisornet Financial's Ares Management position peaked at $101K in Q1 2022.
  • 809 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.