Americana Partners’s Ares Management ARES Stock Holding History

Americana Partners’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	$425K	Buy	3,822 +12	+0.3%	+$1.44K	0.01%	419
2026 Q1	$416K	Sell	3,810 -36	-0.9%	-$4.78K	0.01%	380
2025 Q4	$622K	Sell	3,846 -409	-10%	-$63.7K	0.02%	306
2025 Q3	$680K	Buy	4,255 +1,888	+80%	+$341K	0.02%	291
2025 Q2	$410K	Sell	2,367 -338	-12%	-$53.5K	0.01%	330
2025 Q1	$397K	Sell	2,705 -499	-16%	-$86.2K	0.02%	288
2024 Q4	$567K	Sell	3,204 -1	-0%	-$171	0.02%	261
2024 Q3	$499K	Buy	3,205 +1,592	+99%	+$231K	0.03%	248
2024 Q2	$215K	Buy	1,613 +108	+7%	+$14.7K	0.02%	329
2024 Q1	$200K	Buy	+1,505	New	+$192K	0.02%	334

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

Americana Partners's ARES Position: Q2 2026 in Review

Americana Partners increased its Ares Management (ARES) stake by 0.31% in Q2 2026, buying an estimated $1.44K and bringing the position to 3,822 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #419.

Americana Partners first reported a position in ARES in Q1 2024 and has held it in 10 quarters since. The position peaked at $680K in Q3 2025. 803 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Americana Partners held 3,822 shares of Ares Management worth $425K as of Q2 2026.
Americana Partners bought 12 Ares Management shares in Q2 2026, an estimated $1.44K.
Ares Management made up 0.01% of Americana Partners's portfolio in Q2 2026, its #419 holding.
Americana Partners first reported a position in Ares Management in Q1 2024 and has held it in 10 quarters since.
Americana Partners's Ares Management position peaked at $680K in Q3 2025.
803 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.