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Fulcrum Capital’s Ares Management ARES Stock Holding History

Fulcrum Capital’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 		– Sell
-1,967
Closed -$215K – 105
2026
Q1 		$215K Sell
1,967
-70
-3% -$9.29K 0.05% 97
2025
Q4 		$329K Hold
2,037
– – 0.07% 82
2025
Q3 		$326K Hold
2,037
– – 0.07% 78
2025
Q2 		$353K Sell
2,037
-161
-7% -$25.5K 0.07% 79
2025
Q1 		$322K Hold
2,198
– – 0.07% 87
2024
Q4 		$389K Hold
2,198
– – 0.08% 78
2024
Q3 		$343K Sell
2,198
-298
-12% -$43.2K 0.07% 85
2024
Q2 		$333K Hold
2,496
– – 0.08% 83
2024
Q1 		$332K Sell
2,496
-128
-5% -$16.4K 0.08% 83
2023
Q4 		$312K Hold
2,624
– – 0.08% 86
2023
Q3 		$270K Hold
2,624
– – 0.08% 88
2023
Q2 		$253K Buy
2,624
+68
+3% +$5.88K 0.07% 101
2023
Q1 		$213K Buy
+2,556
New +$203K 0.06% 114

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 Capital's ARES Position: Q2 2026 in Review

Fulcrum Capital sold out of Ares Management (ARES) in Q2 2026, closing a stake of 1,967 shares — an estimated $215K sold.

Fulcrum Capital first reported a position in ARES in Q1 2023 and held it in 13 quarters. The position peaked at $389K in Q4 2024. 805 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Fulcrum Capital reported no remaining Ares Management position as of Q2 2026 after selling out during the quarter.
  • Fulcrum Capital sold 1,967 Ares Management shares in Q2 2026, an estimated $215K.
  • Fulcrum Capital first reported a position in Ares Management in Q1 2023 and held it in 13 quarters.
  • Fulcrum Capital's Ares Management position peaked at $389K in Q4 2024.
  • 805 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.