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Empowered Funds’s Ares Management ARES Stock Holding History

Empowered Funds’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 		$1.72M Sell
15,471
-5,450
-26% -$654K 0.01% 1259
2026
Q1 		$2.28M Buy
20,921
+11,178
+115% +$1.48M 0.01% 1038
2025
Q4 		$1.57M Sell
9,743
-10,247
-51% -$1.6M 0.03% 553
2025
Q3 		$3.2M Buy
19,990
+11,614
+139% +$2.09M 0.03% 673
2025
Q2 		$1.45M Buy
8,376
+2,179
+35% +$345K 0.02% 953
2025
Q1 		$909K Buy
6,197
+1,853
+43% +$320K 0.01% 1032
2024
Q4 		$769K Buy
4,344
+891
+26% +$152K 0.01% 1044
2024
Q3 		$538K Sell
3,453
-32,330
-90% -$4.69M 0.01% 1074
2024
Q2 		$4.77M Buy
35,783
+1,516
+4% +$207K 0.08% 324
2024
Q1 		$4.56M Buy
34,267
+5,232
+18% +$668K 0.08% 340
2023
Q4 		$3.45M Buy
+29,035
New +$3.15M 0.09% 332
2022
Q3 		– Sell
-29,556
Closed -$1.68M – 322
2022
Q2 		$1.68M Buy
29,556
+7,036
+31% +$487K 0.22% 130
2022
Q1 		$1.83M Buy
22,520
+352
+2% +$27K 0.2% 129
2021
Q4 		$1.8M Buy
+22,168
New +$1.8M 0.2% 115

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 $3.37T AUM 44.26% 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

Empowered Funds's ARES Position: Q2 2026 in Review

Empowered Funds reduced its Ares Management (ARES) stake by 26% in Q2 2026, selling an estimated $654K and leaving 15,471 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #1259.

Empowered Funds first reported a position in ARES in Q4 2021 and has held it in 14 quarters since. The position peaked at $4.77M in Q2 2024. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Empowered Funds held 15,471 shares of Ares Management worth $1.72M as of Q2 2026.
  • Empowered Funds sold 5,450 Ares Management shares in Q2 2026, an estimated $654K.
  • Ares Management made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1259 holding.
  • Empowered Funds first reported a position in Ares Management in Q4 2021 and has held it in 14 quarters since.
  • Empowered Funds's Ares Management position peaked at $4.77M in Q2 2024.
  • 807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.