Burkett Financial Services’s Ares Management ARES Stock Holding History

Burkett Financial Services’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	$5.41K	Buy	+48	New	+$5.76K	﹤0.01%	203

Other funds holding ARES

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Burkett Financial Services's ARES Position: Q2 2026 in Review

Burkett Financial Services opened a new position in Ares Management (ARES) in Q2 2026: 48 shares worth $5.41K. The stake represents ﹤0.01% of the portfolio and ranks #203 among its holdings.

353 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Burkett Financial Services held 48 shares of Ares Management worth $5.41K as of Q2 2026.
Ares Management was a new Burkett Financial Services position in Q2 2026.
Ares Management made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #203 holding.
353 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.