Crawford Investment Counsel’s Ares Management ARES Stock Holding History

Crawford Investment Counsel’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	$9.08M	Buy	81,569 +5,139	+7%	+$617K	0.15%	123
2026 Q1	$8.34M	Buy	76,430 +5,422	+8%	+$719K	0.14%	122
2025 Q4	$11.5M	Buy	71,008 +13,745	+24%	+$2.14M	0.19%	99
2025 Q3	$9.16M	Sell	57,263 -8,243	-13%	-$1.49M	0.15%	116
2025 Q2	$11.3M	Sell	65,506 -6,653	-9%	-$1.05M	0.2%	97
2025 Q1	$10.6M	Buy	72,159 +18,498	+34%	+$3.2M	0.19%	104
2024 Q4	$9.5M	Buy	53,661 +418	+0.8%	+$71.3K	0.17%	107
2024 Q3	$8.3M	Buy	53,243 +51,086	+2,368%	+$7.41M	0.14%	117
2024 Q2	$287K	Hold	2,157	–	–	0.01%	248
2024 Q1	$287K	Hold	2,157	–	–	0.01%	253
2023 Q4	$257K	Buy	2,157 +77	+4%	+$8.36K	0.01%	253
2023 Q3	$214K	Hold	2,080	–	–	﹤0.01%	268
2023 Q2	$200K	Buy	+2,080	New	+$180K	﹤0.01%	270
2020 Q4	–	Sell	-64,110	Closed	-$2.59M	–	281
2020 Q3	$2.59M	Buy	64,110 +2,080	+3%	+$83.1K	0.07%	149
2020 Q2	$2.46M	Sell	62,030 -4,940	-7%	-$175K	0.07%	143
2020 Q1	$2.07M	Buy	66,970 +24,550	+58%	+$858K	0.07%	140
2019 Q4	$1.51M	Sell	42,420 -7,800	-16%	-$242K	0.04%	166
2019 Q3	$1.35M	Buy	50,220 +720	+1%	+$20.6K	0.04%	169
2019 Q2	$1.29M	Hold	49,500	–	–	0.04%	166
2019 Q1	$1.15M	Hold	49,500	–	–	0.03%	172
2018 Q4	$880K	Buy	+49,500	New	+$1.04M	0.03%	166

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

Crawford Investment Counsel's ARES Position: Q2 2026 in Review

Crawford Investment Counsel increased its Ares Management (ARES) stake by 6.7% in Q2 2026, buying an estimated $617K and bringing the position to 81,569 shares worth $9.08M. The position accounts for 0.15% of the portfolio, ranked #123.

Crawford Investment Counsel first reported a position in ARES in Q4 2018 and has held it in 21 quarters since. The position peaked at $11.5M in Q4 2025. 800 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Crawford Investment Counsel held 81,569 shares of Ares Management worth $9.08M as of Q2 2026.
Crawford Investment Counsel bought 5,139 Ares Management shares in Q2 2026, an estimated $617K.
Ares Management made up 0.15% of Crawford Investment Counsel's portfolio in Q2 2026, its #123 holding.
Crawford Investment Counsel first reported a position in Ares Management in Q4 2018 and has held it in 21 quarters since.
Crawford Investment Counsel's Ares Management position peaked at $11.5M in Q4 2025.
800 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Crawford Investment Counsel's 13F filing for Q2 2026, filed 14 Aug 2026.