Crewe Advisors’s Ares Management ARES Stock Holding History

Crewe Advisors’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	$23.8K	Buy	214 +39	+22%	+$4.68K	﹤0.01%	573
2026 Q1	$19.1K	Hold	175	–	–	﹤0.01%	533
2025 Q4	$28.3K	Hold	175	–	–	﹤0.01%	429
2025 Q3	$28K	Buy	175 +77	+79%	+$13.9K	﹤0.01%	445
2025 Q2	$17K	Buy	98 +11	+13%	+$1.74K	﹤0.01%	395
2025 Q1	$12.8K	Hold	87	–	–	﹤0.01%	400
2024 Q4	$15.4K	Hold	87	–	–	﹤0.01%	384
2024 Q3	$13.6K	Buy	+87	New	+$12.6K	﹤0.01%	448
2023 Q1	–	Sell	-109	Closed	-$7.46K	–	824
2022 Q4	$7.46K	Buy	+109	New	+$7.86K	﹤0.01%	604

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

Crewe Advisors's ARES Position: Q2 2026 in Review

Crewe Advisors increased its Ares Management (ARES) stake by 22% in Q2 2026, buying an estimated $4.68K and bringing the position to 214 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Crewe Advisors first reported a position in ARES in Q4 2022 and has held it in 9 quarters since. The position peaked at $28.3K in Q4 2025. 800 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Crewe Advisors held 214 shares of Ares Management worth $23.8K as of Q2 2026.
Crewe Advisors bought 39 Ares Management shares in Q2 2026, an estimated $4.68K.
Ares Management made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #573 holding.
Crewe Advisors first reported a position in Ares Management in Q4 2022 and has held it in 9 quarters since.
Crewe Advisors's Ares Management position peaked at $28.3K in Q4 2025.
800 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.