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BOK Financial Private Wealth’s Ares Management ARES Stock Holding History

BOK Financial Private Wealth’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 		$1.23K Buy
+11
New +$1.32K ﹤0.01% 677
2025
Q3 		– Sell
-48
Closed -$8.31K – 385
2025
Q2 		$8.31K Buy
+48
New +$7.59K ﹤0.01% 366

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 $3.38T AUM 44.17% 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

BOK Financial Private Wealth's ARES Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Ares Management (ARES) in Q2 2026: 11 shares worth $1.23K. The stake represents ﹤0.01% of the portfolio and ranks #677 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in ARES as recently as Q2 2025.

BOK Financial Private Wealth first reported a position in ARES in Q2 2025 and has held it in 2 quarters since. The position peaked at $8.31K in Q2 2025. 809 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • BOK Financial Private Wealth held 11 shares of Ares Management worth $1.23K as of Q2 2026.
  • Ares Management was a new BOK Financial Private Wealth position in Q2 2026.
  • Ares Management made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #677 holding.
  • BOK Financial Private Wealth first reported a position in Ares Management in Q2 2025 and has held it in 2 quarters since.
  • BOK Financial Private Wealth's Ares Management position peaked at $8.31K in Q2 2025.
  • 809 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.