BEI
ARES icon

Benjamin Edwards Inc’s Ares Management ARES Stock Holding History

Benjamin Edwards Inc’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 		$10.6M Buy
95,399
+8,016
+9% +$962K 0.1% 217
2026
Q1 		$9.53M Sell
87,383
-10,133
-10% -$1.34M 0.09% 219
2025
Q4 		$15.8M Sell
97,516
-5,862
-6% -$913K 0.17% 143
2025
Q3 		$16.5M Buy
103,378
+1,382
+1% +$249K 0.19% 130
2025
Q2 		$17.7M Buy
101,996
+2,633
+3% +$416K 0.22% 111
2025
Q1 		$14.6M Buy
99,363
+9,973
+11% +$1.72M 0.2% 120
2024
Q4 		$15.8M Buy
89,390
+2,260
+3% +$386K 0.23% 113
2024
Q3 		$13.6M Buy
87,130
+80,769
+1,270% +$11.7M 0.2% 131
2024
Q2 		$848K Buy
6,361
+407
+7% +$55.6K 0.16% 148
2024
Q1 		$792K Sell
5,954
-687
-10% -$87.8K 0.16% 155
2023
Q4 		$790K Sell
6,641
-50
-0.7% -$5.43K 0.17% 152
2023
Q3 		$688K Sell
6,691
-132
-2% -$13.3K 0.16% 148
2023
Q2 		$657K Buy
6,823
+52
+0.8% +$4.5K 0.15% 151
2023
Q1 		$565K Buy
6,771
+345
+5% +$27.4K 0.14% 171
2022
Q4 		$440K Buy
6,426
+1,252
+24% +$90.3K 0.12% 189
2022
Q3 		$321K Sell
5,174
-100
-2% -$6.99K 0.1% 202
2022
Q2 		$300K Buy
5,274
+172
+3% +$11.9K 0.09% 215
2022
Q1 		$414K Buy
5,102
+365
+8% +$28K 0.12% 189
2021
Q4 		$385K Buy
4,737
+108
+2% +$8.79K 0.12% 175
2021
Q3 		$342K Buy
4,629
+71
+2% +$5.11K 0.21% 138
2021
Q2 		$290K Buy
+4,558
New +$255K 0.2% 137
2020
Q1 		– Sell
-19,095
Closed -$668K – 363
2019
Q4 		$682K Sell
19,095
-2,597
-12% -$80.7K 1.39% 15
2019
Q3 		$582K Buy
21,692
+1,889
+10% +$54K 1.26% 20
2019
Q2 		$518K Buy
19,803
+15,854
+401% +$403K 1.25% 19
2019
Q1 		$92K Buy
+3,949
New +$86.3K 0.44% 71

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

Benjamin Edwards Inc's ARES Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Ares Management (ARES) stake by 9.2% in Q2 2026, buying an estimated $962K and bringing the position to 95,399 shares worth $10.6M. The position accounts for 0.1% of the portfolio, ranked #217.

Benjamin Edwards Inc first reported a position in ARES in Q1 2019 and has held it in 25 quarters since. The position peaked at $17.7M in Q2 2025. 800 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Benjamin Edwards Inc held 95,399 shares of Ares Management worth $10.6M as of Q2 2026.
  • Benjamin Edwards Inc bought 8,016 Ares Management shares in Q2 2026, an estimated $962K.
  • Ares Management made up 0.1% of Benjamin Edwards Inc's portfolio in Q2 2026, its #217 holding.
  • Benjamin Edwards Inc first reported a position in Ares Management in Q1 2019 and has held it in 25 quarters since.
  • Benjamin Edwards Inc's Ares Management position peaked at $17.7M in Q2 2025.
  • 800 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.