Balance Wealth
ARES icon

Balance Wealth’s Ares Management ARES Stock Holding History

Balance 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
Q3 		$1.65K Buy
+14
New +$1.83K ﹤0.01% 786

Other funds holding ARES

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group Tokyo, Japan $5.57B AUM 5.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Balance Wealth's ARES Position: Q3 2026 in Review

Balance Wealth opened a new position in Ares Management (ARES) in Q3 2026: 14 shares worth $1.65K. The stake represents ﹤0.01% of the portfolio and ranks #786 among its holdings.

679 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • Balance Wealth held 14 shares of Ares Management worth $1.65K as of Q3 2026.
  • Ares Management was a new Balance Wealth position in Q3 2026.
  • Ares Management made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #786 holding.
  • 679 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.