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Brookwood Investment Group’s Ares Management ARES Stock Holding History

Brookwood Investment Group’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 		$291K Hold
2,610
– – 0.03% 404
2026
Q1 		$285K Sell
2,610
-57
-2% -$7.56K 0.04% 407
2025
Q4 		$431K Hold
2,667
– – 0.05% 321
2025
Q3 		$426K Hold
2,667
– – 0.06% 298
2025
Q2 		$462K Sell
2,667
-164
-6% -$25.9K 0.07% 246
2025
Q1 		$415K Buy
+2,831
New +$489K 0.07% 252

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

Brookwood Investment Group's ARES Position: Q2 2026 in Review

Brookwood Investment Group held its Ares Management (ARES) position steady in Q2 2026 at 2,610 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #404.

Brookwood Investment Group first reported a position in ARES in Q1 2025 and has held it in 6 quarters since. The position peaked at $462K in Q2 2025. 803 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Brookwood Investment Group held 2,610 shares of Ares Management worth $291K as of Q2 2026.
  • Brookwood Investment Group left its Ares Management share count unchanged in Q2 2026.
  • Ares Management made up 0.03% of Brookwood Investment Group's portfolio in Q2 2026, its #404 holding.
  • Brookwood Investment Group first reported a position in Ares Management in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's Ares Management position peaked at $462K in Q2 2025.
  • 803 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.