Dorsey & Whitney Trust’s Ares Management ARES Stock Holding History

Dorsey & Whitney Trust’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	$512K	Buy	4,604 +515	+13%	+$61.8K	0.03%	446
2026 Q1	$446K	Buy	4,089 +253	+7%	+$33.6K	0.02%	465
2025 Q4	$620K	Buy	3,836 +38	+1%	+$5.92K	0.03%	381
2025 Q3	$607K	Sell	3,798 -939	-20%	-$169K	0.03%	374
2025 Q2	$820K	Sell	4,737 -29	-0.6%	-$4.59K	0.04%	312
2025 Q1	$699K	Buy	4,766 +3,018	+173%	+$521K	0.04%	330
2024 Q4	$309K	Hold	1,748	–	–	0.02%	507
2024 Q3	$272K	Sell	1,748 -37	-2%	-$5.37K	0.01%	550
2024 Q2	$238K	Hold	1,785	–	–	0.02%	544
2024 Q1	$237K	Sell	1,785 -62	-3%	-$7.92K	0.02%	550
2023 Q4	$220K	Buy	+1,847	New	+$201K	0.02%	551

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 $3.38T AUM 44.17% 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

Dorsey & Whitney Trust's ARES Position: Q2 2026 in Review

Dorsey & Whitney Trust increased its Ares Management (ARES) stake by 13% in Q2 2026, buying an estimated $61.8K and bringing the position to 4,604 shares worth $512K. The position accounts for 0.03% of the portfolio, ranked #446.

Dorsey & Whitney Trust first reported a position in ARES in Q4 2023 and has held it in 11 quarters since. The position peaked at $820K in Q2 2025. 809 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Dorsey & Whitney Trust held 4,604 shares of Ares Management worth $512K as of Q2 2026.
Dorsey & Whitney Trust bought 515 Ares Management shares in Q2 2026, an estimated $61.8K.
Ares Management made up 0.03% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #446 holding.
Dorsey & Whitney Trust first reported a position in Ares Management in Q4 2023 and has held it in 11 quarters since.
Dorsey & Whitney Trust's Ares Management position peaked at $820K in Q2 2025.
809 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.