ET
ARES icon

Equitable Trust’s Ares Management ARES Stock Holding History

Equitable 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 		$5.88M Buy
52,849
+20,858
+65% +$2.5M 0.25% 86
2026
Q1 		$3.49M Sell
31,991
-5,081
-14% -$674K 0.16% 108
2025
Q4 		$5.99M Buy
37,072
+6,339
+21% +$988K 0.27% 71
2025
Q3 		$4.91M Sell
30,733
-519
-2% -$93.6K 0.23% 85
2025
Q2 		$5.41M Buy
31,252
+29,534
+1,719% +$4.67M 0.27% 72
2025
Q1 		$252K Hold
1,718
– – 0.01% 430
2024
Q4 		$304K Hold
1,718
– – 0.02% 410
2024
Q3 		$268K Buy
+1,718
New +$249K 0.02% 404

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

Equitable Trust's ARES Position: Q2 2026 in Review

Equitable Trust increased its Ares Management (ARES) stake by 65% in Q2 2026, buying an estimated $2.5M and bringing the position to 52,849 shares worth $5.88M. The position accounts for 0.25% of the portfolio, ranked #86.

Equitable Trust first reported a position in ARES in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.99M in Q4 2025. 800 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Equitable Trust held 52,849 shares of Ares Management worth $5.88M as of Q2 2026.
  • Equitable Trust bought 20,858 Ares Management shares in Q2 2026, an estimated $2.5M.
  • Ares Management made up 0.25% of Equitable Trust's portfolio in Q2 2026, its #86 holding.
  • Equitable Trust first reported a position in Ares Management in Q3 2024 and has held it in 8 quarters since.
  • Equitable Trust's Ares Management position peaked at $5.99M in Q4 2025.
  • 800 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.