BOK Financial’s Ares Management ARES Stock Holding History

BOK Financial’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	$48.3K	Buy	434 +22	+5%	+$2.64K	﹤0.01%	844
2026 Q1	$44.9K	Sell	412 -1,412	-77%	-$187K	﹤0.01%	836
2025 Q4	$295K	Buy	1,824 +1,412	+343%	+$220K	﹤0.01%	638
2025 Q3	$65.9K	Buy	412 +4	+1%	+$722	﹤0.01%	812
2025 Q2	$70.7K	Hold	408	–	–	﹤0.01%	796
2025 Q1	$59.8K	Hold	408	–	–	﹤0.01%	810
2024 Q4	$71.4K	Buy	408 +1	+0.2%	+$171	﹤0.01%	778
2024 Q3	$63.9K	Hold	407	–	–	﹤0.01%	795
2024 Q2	$54.2K	Sell	407 -32	-7%	-$4.37K	﹤0.01%	856
2024 Q1	$58.1K	Buy	439 +24	+6%	+$3.07K	﹤0.01%	830
2023 Q4	$49.4K	Sell	415 -6	-1%	-$651	﹤0.01%	810
2023 Q3	$41.5K	Buy	421 +18	+4%	+$1.82K	﹤0.01%	782
2023 Q2	$38.8K	Sell	403 -144	-26%	-$12.4K	﹤0.01%	824
2023 Q1	$45.6K	Buy	+547	New	+$43.5K	﹤0.01%	851
2022 Q2	–	Sell	-5,003	Closed	-$406K	–	911
2022 Q1	$406K	Buy	+5,003	New	+$384K	0.01%	773

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

BOK Financial's ARES Position: Q2 2026 in Review

BOK Financial increased its Ares Management (ARES) stake by 5.3% in Q2 2026, buying an estimated $2.64K and bringing the position to 434 shares worth $48.3K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

BOK Financial first reported a position in ARES in Q1 2022 and has held it in 15 quarters since. The position peaked at $406K in Q1 2022. 800 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

BOK Financial held 434 shares of Ares Management worth $48.3K as of Q2 2026.
BOK Financial bought 22 Ares Management shares in Q2 2026, an estimated $2.64K.
Ares Management made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #844 holding.
BOK Financial first reported a position in Ares Management in Q1 2022 and has held it in 15 quarters since.
BOK Financial's Ares Management position peaked at $406K in Q1 2022.
800 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

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