BRWA
ARES icon

B. Riley Wealth Advisors’s Ares Management ARES Stock Holding History

B. Riley Wealth 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 		$216K Buy
+2,005
New +$241K 0.01% 745
2026
Q1 		– Sell
-1,546
Closed -$250K – 909
2025
Q4 		$250K Buy
1,546
+63
+4% +$9.81K 0.01% 775
2025
Q3 		$237K Sell
1,483
-197
-12% -$35.5K 0.01% 823
2025
Q2 		$291K Buy
+1,680
New +$266K 0.01% 731
2024
Q4 		$289K Sell
1,630
-492
-23% -$83.9K 0.01% 879
2024
Q3 		$331K Buy
2,122
+258
+14% +$37.4K 0.01% 904
2024
Q2 		$248K Sell
1,864
-1,672
-47% -$228K 0.01% 1116
2024
Q1 		$364K Buy
3,536
+1,639
+86% +$209K 0.01% 952
2023
Q4 		$226K Sell
1,897
-1,639
-46% -$178K 0.01% 1197
2023
Q3 		$364K Buy
3,536
+1,105
+45% +$112K 0.01% 952
2023
Q2 		$234K Sell
2,431
-532
-18% -$46K 0.01% 1266
2023
Q1 		$247K Buy
+2,963
New +$236K 0.01% 1173
2021
Q2 		– Sell
-9,636
Closed -$540K – 1373
2021
Q1 		$540K Buy
+9,636
New +$485K 0.02% 698

Other funds holding ARES

LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

B. Riley Wealth Advisors's ARES Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in Ares Management (ARES) in Q2 2026: 2,005 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #745 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in ARES as recently as Q4 2025.

B. Riley Wealth Advisors first reported a position in ARES in Q1 2021 and has held it in 13 quarters since. The position peaked at $540K in Q1 2021. 99 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • B. Riley Wealth Advisors held 2,005 shares of Ares Management worth $216K as of Q2 2026.
  • Ares Management was a new B. Riley Wealth Advisors position in Q2 2026.
  • Ares Management made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #745 holding.
  • B. Riley Wealth Advisors first reported a position in Ares Management in Q1 2021 and has held it in 13 quarters since.
  • B. Riley Wealth Advisors's Ares Management position peaked at $540K in Q1 2021.
  • 99 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.