Ancora Advisors’s Ares Management ARES Stock Holding History

Ancora Advisors’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	$15.9M	Buy	143,244 +21,172	+17%	+$2.54M	0.31%	74
2026 Q1	$13.3M	Sell	122,072 -11,356	-9%	-$1.51M	0.28%	78
2025 Q4	$21.6M	Buy	133,428 +30,208	+29%	+$4.71M	0.44%	47
2025 Q3	$16.5M	Buy	103,220 +1,785	+2%	+$322K	0.33%	62
2025 Q2	$17.6M	Buy	101,435 +23,240	+30%	+$3.68M	0.36%	57
2025 Q1	$11.5M	Buy	78,195 +1,898	+2%	+$328K	0.26%	81
2024 Q4	$13.5M	Buy	76,297 +149	+0.2%	+$25.4K	0.3%	69
2024 Q3	$11.9M	Buy	76,148 +4,257	+6%	+$618K	0.27%	78
2024 Q2	$9.58M	Buy	+71,891	New	+$9.82M	0.24%	87
2023 Q3	–	Sell	-81	Closed	-$7.8K	–	1779
2023 Q2	$7.8K	Sell	81 -3	-4%	-$259	﹤0.01%	1324
2023 Q1	$7.01K	Buy	+84	New	+$6.68K	﹤0.01%	1345

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

Ancora Advisors's ARES Position: Q2 2026 in Review

Ancora Advisors increased its Ares Management (ARES) stake by 17% in Q2 2026, buying an estimated $2.54M and bringing the position to 143,244 shares worth $15.9M. The position accounts for 0.31% of the portfolio, ranked #74.

Ancora Advisors first reported a position in ARES in Q1 2023 and has held it in 11 quarters since. The position peaked at $21.6M in Q4 2025. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Ancora Advisors held 143,244 shares of Ares Management worth $15.9M as of Q2 2026.
Ancora Advisors bought 21,172 Ares Management shares in Q2 2026, an estimated $2.54M.
Ares Management made up 0.31% of Ancora Advisors's portfolio in Q2 2026, its #74 holding.
Ancora Advisors first reported a position in Ares Management in Q1 2023 and has held it in 11 quarters since.
Ancora Advisors's Ares Management position peaked at $21.6M in Q4 2025.
807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.