Eagle Global Advisors’s Ares Management ARES Stock Holding History

Eagle Global 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	$537K	Hold	4,825	–	–	0.02%	208
2026 Q1	$526K	Buy	4,825 +325	+7%	+$43.1K	0.02%	200
2025 Q4	$727K	Hold	4,500	–	–	0.03%	189
2025 Q3	$720K	Hold	4,500	–	–	0.03%	186
2025 Q2	$779K	Hold	4,500	–	–	0.03%	170
2025 Q1	$660K	Hold	4,500	–	–	0.03%	183
2024 Q4	$797K	Hold	4,500	–	–	0.03%	168
2024 Q3	$701K	Hold	4,500	–	–	0.03%	159
2024 Q2	$600K	Sell	4,500 -1,500	-25%	-$205K	0.03%	165
2024 Q1	$798K	Hold	6,000	–	–	0.05%	152
2023 Q4	$714K	Hold	6,000	–	–	0.04%	154
2023 Q3	$617K	Hold	6,000	–	–	0.04%	158
2023 Q2	$578K	Hold	6,000	–	–	0.04%	161
2023 Q1	$501K	Hold	6,000	–	–	0.03%	161
2022 Q4	$411K	Hold	6,000	–	–	0.03%	170
2022 Q3	$372K	Hold	6,000	–	–	0.03%	173
2022 Q2	$341K	Hold	6,000	–	–	0.03%	181
2022 Q1	$487K	Hold	6,000	–	–	0.03%	174
2021 Q4	$488K	Hold	6,000	–	–	0.03%	178
2021 Q3	$443K	Hold	6,000	–	–	0.03%	176
2021 Q2	$382K	Hold	6,000	–	–	0.02%	198
2021 Q1	$336K	Hold	6,000	–	–	0.02%	210
2020 Q4	$282K	Hold	6,000	–	–	0.02%	191
2020 Q3	$243K	Hold	6,000	–	–	0.02%	182
2020 Q2	$238K	Buy	+6,000	New	+$212K	0.02%	181
2020 Q1	–	Sell	-6,000	Closed	-$214K	–	188
2019 Q4	$214K	Buy	+6,000	New	+$186K	0.01%	209
2019 Q1	–	Sell	-36,000	Closed	-$640K	–	221
2018 Q4	$640K	Buy	+36,000	New	+$755K	0.03%	156

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

Eagle Global Advisors's ARES Position: Q2 2026 in Review

Eagle Global Advisors held its Ares Management (ARES) position steady in Q2 2026 at 4,825 shares worth $537K. The position accounts for 0.02% of the portfolio, ranked #208.

Eagle Global Advisors first reported a position in ARES in Q4 2018 and has held it in 27 quarters since. The position peaked at $798K in Q1 2024. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Eagle Global Advisors held 4,825 shares of Ares Management worth $537K as of Q2 2026.
Eagle Global Advisors left its Ares Management share count unchanged in Q2 2026.
Ares Management made up 0.02% of Eagle Global Advisors's portfolio in Q2 2026, its #208 holding.
Eagle Global Advisors first reported a position in Ares Management in Q4 2018 and has held it in 27 quarters since.
Eagle Global Advisors's Ares Management position peaked at $798K in Q1 2024.
807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Eagle Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.