Frank Rimerman Advisors’s Ares Management ARES Stock Holding History

Frank Rimerman Advisors’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	$1.17M	Buy	+10,471	New	+$1.26M	0.07%	216
2026 Q1	–	Sell	-4,526	Closed	-$732K	–	594
2025 Q4	$732K	Buy	4,526 +39	+0.9%	+$6.08K	0.05%	298
2025 Q3	$717K	Sell	4,487 -3	-0.1%	-$541	0.05%	291
2025 Q2	$778K	Sell	4,490 -956	-18%	-$151K	0.05%	254
2025 Q1	$798K	Buy	5,446 +671	+14%	+$116K	0.06%	230
2024 Q4	$845K	Buy	4,775 +65	+1%	+$11.1K	0.06%	220
2024 Q3	$734K	Buy	4,710 +7	+0.1%	+$1.02K	0.05%	267
2024 Q2	$627K	Buy	+4,703	New	+$642K	0.04%	297

Other funds holding ARES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Frank Rimerman Advisors's ARES Position: Q2 2026 in Review

Frank Rimerman Advisors opened a new position in Ares Management (ARES) in Q2 2026: 10,471 shares worth $1.17M. The stake represents 0.07% of the portfolio and ranks #216 among its holdings. This is a return to the name: Frank Rimerman Advisors previously reported a position in ARES as recently as Q4 2025.

Frank Rimerman Advisors first reported a position in ARES in Q2 2024 and has held it in 8 quarters since. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Frank Rimerman Advisors held 10,471 shares of Ares Management worth $1.17M as of Q2 2026.
Ares Management was a new Frank Rimerman Advisors position in Q2 2026.
Ares Management made up 0.07% of Frank Rimerman Advisors's portfolio in Q2 2026, its #216 holding.
Frank Rimerman Advisors first reported a position in Ares Management in Q2 2024 and has held it in 8 quarters since.
807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.