Golden State Equity Partners’s Ares Management ARES Stock Holding History

Golden State Equity Partners’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	-4,024	Closed	-$439K	–	425
2026 Q1	$439K	Sell	4,024 -344	-8%	-$45.6K	0.03%	484
2025 Q4	$706K	Sell	4,368 -494	-10%	-$77K	0.11%	201
2025 Q3	$777K	Buy	4,862 +111	+2%	+$20K	0.13%	187
2025 Q2	$823K	Buy	4,751 +264	+6%	+$41.7K	0.15%	164
2025 Q1	$658K	Buy	4,487 +393	+10%	+$67.9K	0.13%	193
2024 Q4	$725K	Buy	4,094 +603	+17%	+$103K	0.14%	175
2024 Q3	$544K	Buy	3,491 +1,502	+76%	+$218K	0.08%	240
2024 Q2	$265K	Buy	+1,989	New	+$272K	0.06%	340

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

Golden State Equity Partners's ARES Position: Q2 2026 in Review

Golden State Equity Partners sold out of Ares Management (ARES) in Q2 2026, closing a stake of 4,024 shares — an estimated $439K sold.

Golden State Equity Partners first reported a position in ARES in Q2 2024 and held it in 8 quarters. The position peaked at $823K in Q2 2025. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Golden State Equity Partners reported no remaining Ares Management position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 4,024 Ares Management shares in Q2 2026, an estimated $439K.
Golden State Equity Partners first reported a position in Ares Management in Q2 2024 and held it in 8 quarters.
Golden State Equity Partners's Ares Management position peaked at $823K in Q2 2025.
807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.