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Albion Financial Group’s Ares Management ARES Stock Holding History

Albion Financial Group’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 		$184K Hold
1,650
– – 0.01% 192
2026
Q1 		$180K Hold
1,650
– – 0.01% 178
2025
Q4 		$267K Hold
1,650
– – 0.02% 158
2025
Q3 		$264K Hold
1,650
– – 0.02% 160
2025
Q2 		$286K Hold
1,650
– – 0.02% 155
2025
Q1 		$242K Hold
1,650
– – 0.02% 169
2024
Q4 		$292K Hold
1,650
– – 0.02% 160
2024
Q3 		$257K Buy
+1,650
New +$239K 0.02% 165

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 $3.37T AUM 44.26% 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

Albion Financial Group's ARES Position: Q2 2026 in Review

Albion Financial Group held its Ares Management (ARES) position steady in Q2 2026 at 1,650 shares worth $184K. The position accounts for 0.01% of the portfolio, ranked #192.

Albion Financial Group first reported a position in ARES in Q3 2024 and has held it in 8 quarters since. The position peaked at $292K in Q4 2024. 800 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Albion Financial Group held 1,650 shares of Ares Management worth $184K as of Q2 2026.
  • Albion Financial Group left its Ares Management share count unchanged in Q2 2026.
  • Ares Management made up 0.01% of Albion Financial Group's portfolio in Q2 2026, its #192 holding.
  • Albion Financial Group first reported a position in Ares Management in Q3 2024 and has held it in 8 quarters since.
  • Albion Financial Group's Ares Management position peaked at $292K in Q4 2024.
  • 800 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.