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Granite Bay Wealth Management’s Ares Management ARES Stock Holding History

Granite Bay Wealth 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 		$4.96M Sell
44,549
-283
-0.6% -$34K 0.46% 44
2026
Q1 		$4.9M Buy
44,832
+13,805
+44% +$1.83M 1.04% 29
2025
Q4 		$5.02M Buy
31,027
+5,795
+23% +$903K 1.21% 28
2025
Q3 		$4.03M Buy
+25,232
New +$4.55M 1.05% 28

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

Granite Bay Wealth Management's ARES Position: Q2 2026 in Review

Granite Bay Wealth Management reduced its Ares Management (ARES) stake by 0.63% in Q2 2026, selling an estimated $34K and leaving 44,549 shares worth $4.96M. The position accounts for 0.46% of the portfolio, ranked #44.

Granite Bay Wealth Management first reported a position in ARES in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.02M in Q4 2025. 800 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Granite Bay Wealth Management held 44,549 shares of Ares Management worth $4.96M as of Q2 2026.
  • Granite Bay Wealth Management sold 283 Ares Management shares in Q2 2026, an estimated $34K.
  • Ares Management made up 0.46% of Granite Bay Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Granite Bay Wealth Management first reported a position in Ares Management in Q3 2025 and has held it in 4 quarters since.
  • Granite Bay Wealth Management's Ares Management position peaked at $5.02M in Q4 2025.
  • 800 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.