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Bell Investment Advisors’s Ares Management ARES Stock Holding History

Bell Investment 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 		$10K Buy
90
+4
+5% +$480 ﹤0.01% 707
2026
Q1 		$9.38K Sell
86
-20
-19% -$2.65K ﹤0.01% 702
2025
Q4 		$17.1K Buy
106
+61
+136% +$9.5K ﹤0.01% 494
2025
Q3 		$7.2K Buy
45
+3
+7% +$541 ﹤0.01% 761
2025
Q2 		$7.28K Buy
42
+8
+24% +$1.26K ﹤0.01% 807
2025
Q1 		$4.99K Hold
34
– – ﹤0.01% 913
2024
Q4 		$6.02K Hold
34
– – ﹤0.01% 842
2024
Q3 		$5.3K Buy
34
+3
+10% +$435 ﹤0.01% 902
2024
Q2 		$4.13K Hold
31
– – ﹤0.01% 1017
2024
Q1 		$4.12K Hold
31
– – ﹤0.01% 1026
2023
Q4 		$3.69K Sell
31
-2
-6% -$217 ﹤0.01% 1043
2023
Q3 		$3.4K Sell
33
-12
-27% -$1.21K ﹤0.01% 1011
2023
Q2 		$4.34K Buy
45
+12
+36% +$1.04K ﹤0.01% 894
2023
Q1 		$2.75K Hold
33
– – ﹤0.01% 1089
2022
Q4 		$2.26K Hold
33
– – ﹤0.01% 1222
2022
Q3 		$2K Buy
33
+16
+94% +$1.12K ﹤0.01% 1035
2022
Q2 		$1K Buy
+17
New +$1.18K ﹤0.01% 1321
2021
Q4 		$9K Buy
114
+66
+138% +$5.37K ﹤0.01% 510
2021
Q3 		$4K Buy
+48
New +$3.46K ﹤0.01% 768

Other funds holding ARES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Bell Investment Advisors's ARES Position: Q2 2026 in Review

Bell Investment Advisors increased its Ares Management (ARES) stake by 4.7% in Q2 2026, buying an estimated $480 and bringing the position to 90 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Bell Investment Advisors first reported a position in ARES in Q3 2021 and has held it in 19 quarters since. The position peaked at $17.1K in Q4 2025. 800 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Bell Investment Advisors held 90 shares of Ares Management worth $10K as of Q2 2026.
  • Bell Investment Advisors bought 4 Ares Management shares in Q2 2026, an estimated $480.
  • Ares Management made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #707 holding.
  • Bell Investment Advisors first reported a position in Ares Management in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Ares Management position peaked at $17.1K in Q4 2025.
  • 800 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.