Focus Partners Wealth
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Focus Partners Wealth’s Ares Management ARES Stock Holding History

Focus Partners Wealth’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 		$508K Buy
4,568
+2,101
+85% +$252K ﹤0.01% 1957
2026
Q1 		$269K Buy
2,467
+292
+13% +$38.7K ﹤0.01% 2256
2025
Q4 		$352K Buy
+2,175
New +$339K ﹤0.01% 2138
2025
Q3 		– Sell
-2,155
Closed -$373K – 2207
2025
Q2 		$373K Buy
2,155
+253
+13% +$40K ﹤0.01% 1579
2025
Q1 		$279K Buy
1,902
+252
+15% +$43.5K ﹤0.01% 1615
2024
Q4 		$292K Buy
+1,650
New +$282K ﹤0.01% 1565

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

Focus Partners Wealth's ARES Position: Q2 2026 in Review

Focus Partners Wealth increased its Ares Management (ARES) stake by 85% in Q2 2026, buying an estimated $252K and bringing the position to 4,568 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #1957.

Focus Partners Wealth first reported a position in ARES in Q4 2024 and has held it in 6 quarters since. 809 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Focus Partners Wealth held 4,568 shares of Ares Management worth $508K as of Q2 2026.
  • Focus Partners Wealth bought 2,101 Ares Management shares in Q2 2026, an estimated $252K.
  • Ares Management made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1957 holding.
  • Focus Partners Wealth first reported a position in Ares Management in Q4 2024 and has held it in 6 quarters since.
  • 809 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.