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Financial Consulate’s Ares Management ARES Stock Holding History

Financial Consulate’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 		$3.56K Sell
32
-4
-11% -$480 ﹤0.01% 909
2026
Q1 		$3.93K Buy
+36
New +$4.78K ﹤0.01% 841

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

Financial Consulate's ARES Position: Q2 2026 in Review

Financial Consulate reduced its Ares Management (ARES) stake by 11% in Q2 2026, selling an estimated $480 and leaving 32 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

Financial Consulate first reported a position in ARES in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.93K in Q1 2026. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Financial Consulate held 32 shares of Ares Management worth $3.56K as of Q2 2026.
  • Financial Consulate sold 4 Ares Management shares in Q2 2026, an estimated $480.
  • Ares Management made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #909 holding.
  • Financial Consulate first reported a position in Ares Management in Q1 2026 and has held it in 2 quarters since.
  • Financial Consulate's Ares Management position peaked at $3.93K in Q1 2026.
  • 807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.