Beaumont Financial Advisors’s Ares Management ARES Stock Holding History

Beaumont Financial 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	$205K	Buy	+1,845	New	+$221K	0.01%	365
2026 Q1	–	Sell	-1,755	Closed	-$284K	–	373
2025 Q4	$284K	Sell	1,755 -1	-0.1%	-$156	0.02%	305
2025 Q3	$281K	Buy	1,756 +1	+0.1%	+$180	0.02%	326
2025 Q2	$304K	Sell	1,755 -8	-0.5%	-$1.26K	0.02%	291
2025 Q1	$258K	Buy	1,763 +8	+0.5%	+$1.38K	0.02%	312
2024 Q4	$311K	Hold	1,755	–	–	0.02%	286
2024 Q3	$273K	Hold	1,755	–	–	0.02%	286
2024 Q2	$234K	Hold	1,755	–	–	0.02%	320
2024 Q1	$233K	Hold	1,755	–	–	0.02%	326
2023 Q4	$209K	Buy	+1,755	New	+$191K	0.02%	323

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

Beaumont Financial Advisors's ARES Position: Q2 2026 in Review

Beaumont Financial Advisors opened a new position in Ares Management (ARES) in Q2 2026: 1,845 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #365 among its holdings. This is a return to the name: Beaumont Financial Advisors previously reported a position in ARES as recently as Q4 2025.

Beaumont Financial Advisors first reported a position in ARES in Q4 2023 and has held it in 10 quarters since. The position peaked at $311K in Q4 2024. 805 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Beaumont Financial Advisors held 1,845 shares of Ares Management worth $205K as of Q2 2026.
Ares Management was a new Beaumont Financial Advisors position in Q2 2026.
Ares Management made up 0.01% of Beaumont Financial Advisors's portfolio in Q2 2026, its #365 holding.
Beaumont Financial Advisors first reported a position in Ares Management in Q4 2023 and has held it in 10 quarters since.
Beaumont Financial Advisors's Ares Management position peaked at $311K in Q4 2024.
805 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.