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
2024
Q2
Sell
-73,200
Closed -$9.87M 3836
2024
Q1
$9.87M Buy
+73,200
New +$9.35M ﹤0.01% 983

Other funds holding ARES

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. 629 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.
  • 629 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.