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Allied Private Wealth’s Ares Management ARES Stock Holding History

Allied Private Wealth’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 		$9.44K Buy
+80
New +$9.6K 0.01% 532

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

Allied Private Wealth's ARES Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Ares Management (ARES) in Q2 2026: 80 shares worth $9.44K. The stake represents 0.01% of the portfolio and ranks #532 among its holdings.

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

  • Allied Private Wealth held 80 shares of Ares Management worth $9.44K as of Q2 2026.
  • Ares Management was a new Allied Private Wealth position in Q2 2026.
  • Ares Management made up 0.01% of Allied Private Wealth's portfolio in Q2 2026, its #532 holding.
  • 809 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.