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Arlington Trust’s Ares Management ARES Stock Holding History

Arlington Trust’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 		$3.23K Sell
29
-92
-76% -$11K ﹤0.01% 608
2026
Q1 		$13.2K Buy
121
+97
+404% +$12.9K ﹤0.01% 392
2025
Q4 		$3.88K Hold
24
– – ﹤0.01% 392
2025
Q3 		$3.84K Hold
24
– – ﹤0.01% 537
2025
Q2 		$4.16K Sell
24
-231
-91% -$36.5K ﹤0.01% 539
2025
Q1 		$37.4K Hold
255
– – 0.01% 391
2024
Q4 		$45.1K Hold
255
– – 0.01% 356
2024
Q3 		$39.7K Buy
255
+24
+10% +$3.48K 0.01% 353
2024
Q2 		$30.8K Sell
231
-52
-18% -$7.1K 0.01% 370
2024
Q1 		$37.6K Hold
283
– – 0.01% 300
2023
Q4 		$33.7K Buy
+283
New +$30.7K 0.01% 315

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

Arlington Trust's ARES Position: Q2 2026 in Review

Arlington Trust reduced its Ares Management (ARES) stake by 76% in Q2 2026, selling an estimated $11K and leaving 29 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Arlington Trust first reported a position in ARES in Q4 2023 and has held it in 11 quarters since. The position peaked at $45.1K in Q4 2024. 805 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Arlington Trust held 29 shares of Ares Management worth $3.23K as of Q2 2026.
  • Arlington Trust sold 92 Ares Management shares in Q2 2026, an estimated $11K.
  • Ares Management made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #608 holding.
  • Arlington Trust first reported a position in Ares Management in Q4 2023 and has held it in 11 quarters since.
  • Arlington Trust's Ares Management position peaked at $45.1K in Q4 2024.
  • 805 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.