Allworth Financial’s Ares Management ARES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$449K Buy
4,032
+14
+0.3% +$1.68K ﹤0.01% 1027
2026
Q1
$438K Sell
4,018
-2,919
-42% -$387K ﹤0.01% 1010
2025
Q4
$1.12M Buy
6,937
+304
+5% +$47.4K ﹤0.01% 664
2025
Q3
$1.06M Buy
6,633
+795
+14% +$143K ﹤0.01% 655
2025
Q2
$1.01M Buy
5,838
+4,701
+413% +$743K ﹤0.01% 642
2025
Q1
$174K Buy
1,137
+212
+23% +$36.6K ﹤0.01% 995
2024
Q4
$179K Buy
925
+183
+25% +$31.2K ﹤0.01% 992
2024
Q3
$116K Buy
742
+44
+6% +$6.38K ﹤0.01% 1021
2024
Q2
$103K Buy
698
+214
+44% +$29.2K ﹤0.01% 1063
2024
Q1
$64.4K Buy
484
+9
+2% +$1.15K ﹤0.01% 1199
2023
Q4
$56.5K Buy
475
+310
+188% +$33.7K ﹤0.01% 1154
2023
Q3
$17K Buy
165
+53
+47% +$5.36K ﹤0.01% 1631
2023
Q2
$10.8K Buy
112
+13
+13% +$1.12K ﹤0.01% 1836
2023
Q1
$8.27K Buy
99
+23
+30% +$1.83K ﹤0.01% 1859
2022
Q4
$5.2K Buy
76
+62
+443% +$4.47K ﹤0.01% 1877
2022
Q3
$1K Hold
14
﹤0.01% 2300
2022
Q2
$1K Hold
14
﹤0.01% 2081
2022
Q1
$1K Buy
+14
New +$1.07K ﹤0.01% 1872

Other funds holding ARES

Allworth Financial's ARES Position: Q2 2026 in Review

Allworth Financial increased its Ares Management (ARES) stake by 0.35% in Q2 2026, buying an estimated $1.68K and bringing the position to 4,032 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

Allworth Financial first reported a position in ARES in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.12M in Q4 2025. 802 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Allworth Financial held 4,032 shares of Ares Management worth $449K as of Q2 2026.
  • Allworth Financial bought 14 Ares Management shares in Q2 2026, an estimated $1.68K.
  • Ares Management made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1027 holding.
  • Allworth Financial first reported a position in Ares Management in Q1 2022 and has held it in 18 quarters since.
  • Allworth Financial's Ares Management position peaked at $1.12M in Q4 2025.
  • 802 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.