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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Ares Management ARES Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$556K Buy
4,991
+368
+8% +$44.1K 0.15% 93
2026
Q1 		$504K Buy
4,623
+2,984
+182% +$396K 0.15% 98
2025
Q4 		$265K Buy
1,639
+213
+15% +$33.2K 0.08% 150
2025
Q3 		$228K Hold
1,426
– – 0.07% 143
2025
Q2 		$247K Hold
1,426
– – 0.08% 125
2025
Q1 		$209K Buy
1,426
+66
+5% +$11.4K 0.08% 135
2024
Q4 		$241K Buy
1,360
+19
+1% +$3.24K 0.1% 121
2024
Q3 		$209K Buy
1,341
+6
+0.4% +$871 0.11% 92
2024
Q2 		$178K Buy
1,335
+13
+1% +$1.77K 0.1% 102
2024
Q1 		$176K Hold
1,322
– – 0.12% 101
2023
Q4 		$157K Buy
+1,322
New +$144K 0.1% 112

Other funds holding ARES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ARES Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Ares Management (ARES) stake by 8% in Q2 2026, buying an estimated $44.1K and bringing the position to 4,991 shares worth $556K. The position accounts for 0.15% of the portfolio, ranked #93.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ARES in Q4 2023 and has held it in 11 quarters since. 409 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 4,991 shares of Ares Management worth $556K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 368 Ares Management shares in Q2 2026, an estimated $44.1K.
  • Ares Management made up 0.15% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #93 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Ares Management in Q4 2023 and has held it in 11 quarters since.
  • 409 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.