Bank of Montreal’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $19.4M | Buy |
174,409
+54,897
| +46% | +$6.59M | 0.01% | 931 |
|
|
2026
Q1 | $13M | Sell |
119,512
-26,434
| -18% | -$3.51M | ﹤0.01% | 995 |
|
|
2025
Q4 | $23.6M | Buy |
145,946
+122,350
| +519% | +$19.1M | 0.01% | 797 |
|
|
2025
Q3 | $3.77M | Sell |
23,596
-32,298
| -58% | -$5.83M | ﹤0.01% | 1422 |
|
|
2025
Q2 | $9.68M | Sell |
55,894
-9,282
| -14% | -$1.47M | ﹤0.01% | 989 |
|
|
2025
Q1 | $9.56M | Buy |
65,176
+43,006
| +194% | +$7.43M | ﹤0.01% | 946 |
|
|
2024
Q4 | $3.92M | Buy |
22,170
+52
| +0.2% | +$8.87K | ﹤0.01% | 1303 |
|
|
2024
Q3 | $3.47M | Buy |
22,118
+949
| +4% | +$138K | ﹤0.01% | 1471 |
|
|
2024
Q2 | $2.87M | Sell |
21,169
-15,431
| -42% | -$2.11M | ﹤0.01% | 1503 |
|
|
2024
Q1 | $4.93M | Buy |
36,600
+9,082
| +33% | +$1.16M | ﹤0.01% | 1229 |
|
|
2023
Q4 | $3.31M | Sell |
27,518
-786
| -3% | -$85.3K | ﹤0.01% | 1454 |
|
|
2023
Q3 | $2.98M | Buy |
28,304
+903
| +3% | +$91.3K | ﹤0.01% | 1508 |
|
|
2023
Q2 | $2.66M | Sell |
27,401
-11,877
| -30% | -$1.03M | ﹤0.01% | 1656 |
|
|
2023
Q1 | $3.28M | Sell |
39,278
-2,376
| -6% | -$189K | ﹤0.01% | 1431 |
|
|
2022
Q4 | $2.87M | Sell |
41,654
-162,952
| -80% | -$11.8M | ﹤0.01% | 1616 |
|
|
2022
Q3 | $13.5K | Buy |
204,606
+174,590
| +582% | +$12.2M | 0.01% | 844 |
|
|
2022
Q2 | $1.77K | Sell |
30,016
-2,883
| -9% | -$199K | ﹤0.01% | 1961 |
|
|
2022
Q1 | $2.69M | Buy |
32,899
+20,816
| +172% | +$1.6M | ﹤0.01% | 1775 |
|
|
2021
Q4 | $991K | Sell |
12,083
-27,127
| -69% | -$2.21M | ﹤0.01% | 1948 |
|
|
2021
Q3 | $2.9M | Buy |
+39,210
| New | +$2.82M | ﹤0.01% | 1890 |
|
|
2021
Q2 | – | Sell |
-992
| Closed | -$56K | – | 3712 |
|
|
2021
Q1 | $56K | Sell |
992
-399
| -29% | -$20.1K | ﹤0.01% | 3643 |
|
|
2020
Q4 | $65K | Sell |
1,391
-1,000
| -42% | -$45.2K | ﹤0.01% | 3811 |
|
|
2020
Q3 | $101K | Buy |
2,391
+1,842
| +336% | +$73.5K | ﹤0.01% | 3067 |
|
|
2020
Q2 | $22K | Buy |
549
+68
| +14% | +$2.4K | ﹤0.01% | 3801 |
|
|
2020
Q1 | $14K | Sell |
481
-8,746
| -95% | -$306K | ﹤0.01% | 3365 |
|
|
2019
Q4 | $329K | Buy |
9,227
+3,350
| +57% | +$104K | ﹤0.01% | 2891 |
|
|
2019
Q3 | $158K | Buy |
5,877
+541
| +10% | +$15.5K | ﹤0.01% | 3053 |
|
|
2019
Q2 | $140K | Buy |
+5,336
| New | +$136K | ﹤0.01% | 3125 |
|
|
2018
Q4 | – | Sell |
-20,000
| Closed | -$464K | – | 4660 |
|
|
2018
Q3 | $464K | Buy |
+20,000
| New | +$429K | ﹤0.01% | 2368 |
|
|
2015
Q3 | – | Sell |
-16,065
| Closed | -$297K | – | 3970 |
|
|
2015
Q2 | $297K | Buy |
16,065
+51
| +0.3% | +$963 | ﹤0.01% | 2232 |
|
|
2015
Q1 | $297K | Buy |
+16,014
| New | +$300K | ﹤0.01% | 2200 |
|
|
2014
Q4 | – | Sell |
-1,036
| Closed | -$18K | – | 4014 |
|
|
2014
Q3 | $18K | Hold |
1,036
| – | – | ﹤0.01% | 3490 |
|
|
2014
Q2 | $20K | Buy |
+1,036
| New | +$19K | ﹤0.01% | 3580 |
|
Other funds holding ARES
VCM
SMFG
VPM
SSP
Bank of Montreal's ARES Position: Q2 2026 in Review
Bank of Montreal increased its Ares Management (ARES) stake by 46% in Q2 2026, buying an estimated $6.59M and bringing the position to 174,409 shares worth $19.4M. The position accounts for 0.01% of the portfolio, ranked #931.
Bank of Montreal first reported a position in ARES in Q2 2014 and has held it in 33 quarters since. The position peaked at $23.6M in Q4 2025. 657 funds tracked by Wall St. Rank hold ARES as of Q2 2026.
- Bank of Montreal held 174,409 shares of Ares Management worth $19.4M as of Q2 2026.
- Bank of Montreal bought 54,897 Ares Management shares in Q2 2026, an estimated $6.59M.
- Ares Management made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #931 holding.
- Bank of Montreal first reported a position in Ares Management in Q2 2014 and has held it in 33 quarters since.
- Bank of Montreal's Ares Management position peaked at $23.6M in Q4 2025.
- 657 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.