Cetera Investment Advisers
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Cetera Investment Advisers’s Ares Management ARES Stock Holding History

Cetera Investment Advisers’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 		$7.19M Sell
64,588
-6,844
-10% -$821K 0.01% 1357
2026
Q1 		$7.79M Buy
71,432
+3,611
+5% +$479K 0.01% 1221
2025
Q4 		$11M Buy
67,821
+1,116
+2% +$174K 0.01% 970
2025
Q3 		$10.7M Buy
66,705
+7,224
+12% +$1.3M 0.01% 944
2025
Q2 		$10.3M Sell
59,481
-475
-0.8% -$75.1K 0.02% 813
2025
Q1 		$8.79M Buy
59,956
+2,373
+4% +$410K 0.02% 835
2024
Q4 		$10.2M Sell
57,583
-11,079
-16% -$1.89M 0.02% 699
2024
Q3 		$10.7M Sell
68,662
-11,135
-14% -$1.62M 0.02% 673
2024
Q2 		$10.6M Sell
79,797
-2,920
-4% -$399K 0.02% 650
2024
Q1 		$11M Buy
82,717
+26,012
+46% +$3.32M 0.03% 635
2023
Q4 		$6.74M Sell
56,705
-361
-0.6% -$39.2K 0.05% 345
2023
Q3 		$5.87M Buy
57,066
+1,388
+2% +$140K 0.05% 363
2023
Q2 		$5.36M Buy
55,678
+655
+1% +$56.6K 0.05% 386
2023
Q1 		$4.59M Buy
55,023
+1,446
+3% +$115K 0.04% 421
2022
Q4 		$3.67M Buy
53,577
+20,253
+61% +$1.46M 0.03% 482
2022
Q3 		$2.06M Sell
33,324
-928
-3% -$64.9K 0.04% 445
2022
Q2 		$1.95M Sell
34,252
-2,355
-6% -$163K 0.03% 544
2022
Q1 		$2.97M Sell
36,607
-1,591
-4% -$122K 0.04% 424
2021
Q4 		$3.1M Sell
38,198
-17
-0% -$1.38K 0.04% 412
2021
Q3 		$2.82M Sell
38,215
-5,665
-13% -$408K 0.04% 413
2021
Q2 		$2.79M Buy
43,880
+31,895
+266% +$1.78M 0.04% 417
2021
Q1 		$672K Sell
11,985
-28,984
-71% -$1.46M 0.01% 833
2020
Q4 		$1.93M Buy
+40,969
New +$1.85M 0.04% 438

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

Cetera Investment Advisers's ARES Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Ares Management (ARES) stake by 9.6% in Q2 2026, selling an estimated $821K and leaving 64,588 shares worth $7.19M. The position accounts for 0.01% of the portfolio, ranked #1357.

Cetera Investment Advisers first reported a position in ARES in Q4 2020 and has held it in 23 quarters since. The position peaked at $11M in Q1 2024. 809 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Cetera Investment Advisers held 64,588 shares of Ares Management worth $7.19M as of Q2 2026.
  • Cetera Investment Advisers sold 6,844 Ares Management shares in Q2 2026, an estimated $821K.
  • Ares Management made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1357 holding.
  • Cetera Investment Advisers first reported a position in Ares Management in Q4 2020 and has held it in 23 quarters since.
  • Cetera Investment Advisers's Ares Management position peaked at $11M in Q1 2024.
  • 809 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.