Cape Investment Advisory’s Ares Management ARES Stock Holding History

Cape Investment Advisory’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	$1.67K	Buy	+15	New	+$1.8K	﹤0.01%	1265
2026 Q1	–	Sell	-13	Closed	-$2.1K	–	280
2025 Q4	$2.1K	Buy	13 +8	+160%	+$1.25K	﹤0.01%	1095
2025 Q3	$799	Buy	+5	New	+$902	﹤0.01%	752
2025 Q2	–	Sell	-1	Closed	-$147	–	1177
2025 Q1	$147	Hold	1	–	–	﹤0.01%	1064
2024 Q4	$177	Buy	+1	New	+$171	﹤0.01%	1054

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

Cape Investment Advisory's ARES Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Ares Management (ARES) in Q2 2026: 15 shares worth $1.67K. The stake represents ﹤0.01% of the portfolio and ranks #1265 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in ARES as recently as Q4 2025.

Cape Investment Advisory first reported a position in ARES in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.1K in Q4 2025. 800 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Cape Investment Advisory held 15 shares of Ares Management worth $1.67K as of Q2 2026.
Ares Management was a new Cape Investment Advisory position in Q2 2026.
Ares Management made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1265 holding.
Cape Investment Advisory first reported a position in Ares Management in Q4 2024 and has held it in 5 quarters since.
Cape Investment Advisory's Ares Management position peaked at $2.1K in Q4 2025.
800 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

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