Beacon Pointe Advisors’s Ares Management ARES Stock Holding History

Beacon Pointe 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	$509K	Sell	4,575 -2,503	-35%	-$300K	﹤0.01%	1331
2026 Q1	$772K	Buy	+7,078	New	+$939K	﹤0.01%	1097
2024 Q4	–	Sell	-1,513	Closed	-$236K	–	1200
2024 Q3	$236K	Buy	+1,513	New	+$220K	﹤0.01%	1104
2024 Q2	–	Sell	-1,520	Closed	-$202K	–	1272
2024 Q1	$202K	Buy	+1,520	New	+$194K	﹤0.01%	1261
2023 Q4	–	Sell	-2,005	Closed	-$206K	–	1322
2023 Q3	$206K	Buy	+2,005	New	+$203K	﹤0.01%	1219

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

Beacon Pointe Advisors's ARES Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Ares Management (ARES) stake by 35% in Q2 2026, selling an estimated $300K and leaving 4,575 shares worth $509K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Beacon Pointe Advisors first reported a position in ARES in Q3 2023 and has held it in 5 quarters since. The position peaked at $772K in Q1 2026. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Beacon Pointe Advisors held 4,575 shares of Ares Management worth $509K as of Q2 2026.
Beacon Pointe Advisors sold 2,503 Ares Management shares in Q2 2026, an estimated $300K.
Ares Management made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1331 holding.
Beacon Pointe Advisors first reported a position in Ares Management in Q3 2023 and has held it in 5 quarters since.
Beacon Pointe Advisors's Ares Management position peaked at $772K in Q1 2026.
807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.