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EFG International’s Ares Management ARES Stock Holding History

EFG International’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 		$2.8M Sell
25,157
-47,195
-65% -$5.66M 0.05% 294
2026
Q1 		$7.89M Sell
72,352
-5,047
-7% -$670K 0.17% 102
2025
Q4 		$12.5M Buy
+77,399
New +$12.1M 0.24% 64

Other funds holding ARES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

EFG International's ARES Position: Q2 2026 in Review

EFG International reduced its Ares Management (ARES) stake by 65% in Q2 2026, selling an estimated $5.66M and leaving 25,157 shares worth $2.8M. The position accounts for 0.05% of the portfolio, ranked #294.

EFG International first reported a position in ARES in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.5M in Q4 2025. 809 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • EFG International held 25,157 shares of Ares Management worth $2.8M as of Q2 2026.
  • EFG International sold 47,195 Ares Management shares in Q2 2026, an estimated $5.66M.
  • Ares Management made up 0.05% of EFG International's portfolio in Q2 2026, its #294 holding.
  • EFG International first reported a position in Ares Management in Q4 2025 and has held it in 3 quarters since.
  • EFG International's Ares Management position peaked at $12.5M in Q4 2025.
  • 809 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on EFG International's 13F filing for Q2 2026, filed 14 Aug 2026.