Bay Harbor Wealth Management’s Ares Management ARES Stock Holding History

Bay Harbor Wealth Management’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	$2.12K	Buy	19 +9	+90%	+$1.08K	﹤0.01%	636
2026 Q1	$1.09K	Sell	10 -4	-29%	-$531	﹤0.01%	744
2025 Q4	$2.26K	Buy	14 +4	+40%	+$623	﹤0.01%	452
2025 Q3	$1.6K	Buy	10 +2	+25%	+$361	﹤0.01%	407
2025 Q2	$1.39K	Buy	8 +6	+300%	+$949	﹤0.01%	387
2025 Q1	$293	Buy	+2	New	+$346	﹤0.01%	560

Other funds holding ARES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Bay Harbor Wealth Management's ARES Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Ares Management (ARES) stake by 90% in Q2 2026, buying an estimated $1.08K and bringing the position to 19 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Bay Harbor Wealth Management first reported a position in ARES in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.26K in Q4 2025. 800 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Bay Harbor Wealth Management held 19 shares of Ares Management worth $2.12K as of Q2 2026.
Bay Harbor Wealth Management bought 9 Ares Management shares in Q2 2026, an estimated $1.08K.
Ares Management made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #636 holding.
Bay Harbor Wealth Management first reported a position in Ares Management in Q1 2025 and has held it in 6 quarters since.
Bay Harbor Wealth Management's Ares Management position peaked at $2.26K in Q4 2025.
800 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.