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Fulcrum Asset Management’s Ares Management ARES Stock Holding History

Fulcrum Asset Management’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 		$549K Hold
5,106
– – 0.05% 271
2026
Q1 		$550K Sell
5,106
-10,455
-67% -$1.39M 0.08% 129
2025
Q4 		$2.54M Buy
15,561
+283
+2% +$44.1K 0.71% 38
2025
Q3 		$2.44M Sell
15,278
-4
-0% -$722 0.68% 40
2025
Q2 		$2.65M Buy
+15,282
New +$2.42M 0.76% 38

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

Fulcrum Asset Management's ARES Position: Q2 2026 in Review

Fulcrum Asset Management held its Ares Management (ARES) position steady in Q2 2026 at 5,106 shares worth $549K. The position accounts for 0.05% of the portfolio, ranked #271.

Fulcrum Asset Management first reported a position in ARES in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.65M in Q2 2025. 802 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Fulcrum Asset Management held 5,106 shares of Ares Management worth $549K as of Q2 2026.
  • Fulcrum Asset Management left its Ares Management share count unchanged in Q2 2026.
  • Ares Management made up 0.05% of Fulcrum Asset Management's portfolio in Q2 2026, its #271 holding.
  • Fulcrum Asset Management first reported a position in Ares Management in Q2 2025 and has held it in 5 quarters since.
  • Fulcrum Asset Management's Ares Management position peaked at $2.65M in Q2 2025.
  • 802 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.