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Avion Wealth’s Ares Management ARES Stock Holding History

Avion Wealth’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 		$6K Buy
62
+18
+41% +$2.16K ﹤0.01% 724
2026
Q1 		$4K Sell
44
-10
-19% -$1.33K ﹤0.01% 692
2025
Q4 		$8K Sell
54
-2
-4% -$312 ﹤0.01% 531
2025
Q3 		$8K Hold
56
– – ﹤0.01% 526
2025
Q2 		$9K Buy
56
+26
+87% +$4.11K ﹤0.01% 490
2025
Q1 		$5K Hold
30
– – ﹤0.01% 526
2024
Q4 		$5K Buy
30
+4
+15% +$682 ﹤0.01% 525
2024
Q3 		$4K Buy
26
+1
+4% +$145 ﹤0.01% 552
2024
Q2 		$3K Buy
25
+7
+39% +$956 ﹤0.01% 540
2024
Q1 		$3K Buy
18
+8
+80% +$1.02K ﹤0.01% 535
2023
Q4 		$1K Buy
10
+5
+100% +$543 ﹤0.01% 675
2023
Q3 		$0 Buy
+5
New +$506 ﹤0.01% 800

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

Avion Wealth's ARES Position: Q2 2026 in Review

Avion Wealth increased its Ares Management (ARES) stake by 41% in Q2 2026, buying an estimated $2.16K and bringing the position to 62 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Avion Wealth first reported a position in ARES in Q3 2023 and has held it in 12 quarters since. The position peaked at $9K in Q2 2025. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Avion Wealth held 62 shares of Ares Management worth $6K as of Q2 2026.
  • Avion Wealth bought 18 Ares Management shares in Q2 2026, an estimated $2.16K.
  • Ares Management made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #724 holding.
  • Avion Wealth first reported a position in Ares Management in Q3 2023 and has held it in 12 quarters since.
  • Avion Wealth's Ares Management position peaked at $9K in Q2 2025.
  • 807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.