Bruce G. Allen Investments’s Ares Management ARES Stock Holding History

Bruce G. Allen Investments’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	$25.3K	Buy	227 +67	+42%	+$8.04K	0.02%	375
2026 Q1	$17.5K	Sell	160 -49	-23%	-$6.5K	0.01%	420
2025 Q4	$33.8K	Sell	209 -2	-0.9%	-$312	0.02%	326
2025 Q3	$33.7K	Hold	211	–	–	0.02%	326
2025 Q2	$36.5K	Sell	211 -54	-20%	-$8.54K	0.03%	300
2025 Q1	$38.9K	Buy	265 +52	+24%	+$8.98K	0.03%	291
2024 Q4	$37.7K	Sell	213 -1	-0.5%	-$171	0.03%	299
2024 Q3	$33.4K	Buy	214 +56	+35%	+$8.13K	0.03%	326
2024 Q2	$21.1K	Buy	+158	New	+$21.6K	0.02%	361

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

Bruce G. Allen Investments's ARES Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Ares Management (ARES) stake by 42% in Q2 2026, buying an estimated $8.04K and bringing the position to 227 shares worth $25.3K. The position accounts for 0.02% of the portfolio, ranked #375.

Bruce G. Allen Investments first reported a position in ARES in Q2 2024 and has held it in 9 quarters since. The position peaked at $38.9K in Q1 2025. 800 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Bruce G. Allen Investments held 227 shares of Ares Management worth $25.3K as of Q2 2026.
Bruce G. Allen Investments bought 67 Ares Management shares in Q2 2026, an estimated $8.04K.
Ares Management made up 0.02% of Bruce G. Allen Investments's portfolio in Q2 2026, its #375 holding.
Bruce G. Allen Investments first reported a position in Ares Management in Q2 2024 and has held it in 9 quarters since.
Bruce G. Allen Investments's Ares Management position peaked at $38.9K in Q1 2025.
800 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.