Atria Investments’s Ares Management ARES Stock Holding History

Atria Investments’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	$1M	Sell	9,019 -5,777	-39%	-$693K	0.01%	1112
2026 Q1	$1.61M	Sell	14,796 -4,058	-22%	-$538K	0.02%	808
2025 Q4	$3.05M	Buy	18,854 +67	+0.4%	+$10.4K	0.03%	555
2025 Q3	$3M	Buy	18,787 +4,293	+30%	+$774K	0.03%	571
2025 Q2	$2.51M	Buy	14,494 +809	+6%	+$128K	0.03%	629
2025 Q1	$2.01M	Buy	13,685 +5,544	+68%	+$958K	0.03%	698
2024 Q4	$1.44M	Buy	8,141 +578	+8%	+$98.6K	0.02%	819
2024 Q3	$1.18M	Buy	7,563 +2,158	+40%	+$313K	0.01%	893
2024 Q2	$720K	Buy	+5,405	New	+$738K	0.01%	1110

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 $3.38T AUM 44.17% 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

Atria Investments's ARES Position: Q2 2026 in Review

Atria Investments reduced its Ares Management (ARES) stake by 39% in Q2 2026, selling an estimated $693K and leaving 9,019 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #1112.

Atria Investments first reported a position in ARES in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.05M in Q4 2025. 809 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Atria Investments held 9,019 shares of Ares Management worth $1M as of Q2 2026.
Atria Investments sold 5,777 Ares Management shares in Q2 2026, an estimated $693K.
Ares Management made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1112 holding.
Atria Investments first reported a position in Ares Management in Q2 2024 and has held it in 9 quarters since.
Atria Investments's Ares Management position peaked at $3.05M in Q4 2025.
809 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.