Commonwealth Equity Services
ARES icon

Commonwealth Equity Services’s Ares Management ARES Stock Holding History

Commonwealth Equity 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 		$1.63M Sell
14,624
-2,447
-14% -$294K ﹤0.01% 2310
2026
Q1 		$1.86M Buy
17,071
+1,349
+9% +$179K ﹤0.01% 2072
2025
Q4 		$2.54M Sell
15,722
-1,974
-11% -$308K ﹤0.01% 1799
2025
Q3 		$2.83M Sell
17,696
-16,669
-49% -$3.01M ﹤0.01% 1744
2025
Q2 		$5.95M Buy
34,365
+2,542
+8% +$402K 0.01% 1201
2025
Q1 		$4.67M Buy
31,823
+3,201
+11% +$553K 0.01% 1316
2024
Q4 		$5.07M Buy
28,622
+7,300
+34% +$1.25M 0.01% 1231
2024
Q3 		$3.32M Buy
21,322
+12,630
+145% +$1.83M 0.01% 1504
2024
Q2 		$1.16M Buy
8,692
+37
+0.4% +$5.05K ﹤0.01% 2162
2024
Q1 		$1.15M Sell
8,655
-55
-0.6% -$7.03K ﹤0.01% 2138
2023
Q4 		$1.04M Buy
8,710
+56
+0.6% +$6.08K ﹤0.01% 2150
2023
Q3 		$890K Buy
8,654
+631
+8% +$63.8K ﹤0.01% 2165
2023
Q2 		$773K Buy
8,023
+1,417
+21% +$122K ﹤0.01% 2280
2023
Q1 		$551 Buy
6,606
+2,591
+65% +$206K ﹤0.01% 2470
2022
Q4 		$274K Buy
+4,015
New +$290K ﹤0.01% 2940
2021
Q3 		– Sell
-3,198
Closed -$203K – 3576
2021
Q2 		$203K Buy
+3,198
New +$179K ﹤0.01% 3252

Other funds holding ARES

LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Truist Financial
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Commonwealth Equity Services's ARES Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Ares Management (ARES) stake by 14% in Q2 2026, selling an estimated $294K and leaving 14,624 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #2310.

Commonwealth Equity Services first reported a position in ARES in Q2 2021 and has held it in 16 quarters since. The position peaked at $5.95M in Q2 2025. 288 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Commonwealth Equity Services held 14,624 shares of Ares Management worth $1.63M as of Q2 2026.
  • Commonwealth Equity Services sold 2,447 Ares Management shares in Q2 2026, an estimated $294K.
  • Ares Management made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2310 holding.
  • Commonwealth Equity Services first reported a position in Ares Management in Q2 2021 and has held it in 16 quarters since.
  • Commonwealth Equity Services's Ares Management position peaked at $5.95M in Q2 2025.
  • 288 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.