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Brown, Lisle/Cummings’s Ares Management ARES Stock Holding History

Brown, Lisle/Cummings’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 		$2.78K Hold
25
– – ﹤0.01% 802
2026
Q1 		$2.73K Hold
25
– – ﹤0.01% 762
2025
Q4 		$4.04K Hold
25
– – ﹤0.01% 574
2025
Q3 		$4K Hold
25
– – ﹤0.01% 590
2025
Q2 		$4.33K Hold
25
– – ﹤0.01% 578
2025
Q1 		$3.67K Buy
+25
New +$4.32K ﹤0.01% 588

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

Brown, Lisle/Cummings's ARES Position: Q2 2026 in Review

Brown, Lisle/Cummings held its Ares Management (ARES) position steady in Q2 2026 at 25 shares worth $2.78K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

Brown, Lisle/Cummings first reported a position in ARES in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.33K in Q2 2025. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Brown, Lisle/Cummings held 25 shares of Ares Management worth $2.78K as of Q2 2026.
  • Brown, Lisle/Cummings left its Ares Management share count unchanged in Q2 2026.
  • Ares Management made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #802 holding.
  • Brown, Lisle/Cummings first reported a position in Ares Management in Q1 2025 and has held it in 6 quarters since.
  • Brown, Lisle/Cummings's Ares Management position peaked at $4.33K in Q2 2025.
  • 807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.