HB Wealth Management’s Ares Management ARES Stock Holding History

HB 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	$1.02M	Sell	9,175 -171	-2%	-$20.5K	0.01%	735
2026 Q1	$1.02M	Buy	9,346 +1,316	+16%	+$175K	0.01%	649
2025 Q4	$1.3M	Buy	8,030 +948	+13%	+$148K	0.01%	543
2025 Q3	$1.13M	Buy	7,082 +1,770	+33%	+$319K	0.01%	574
2025 Q2	$920K	Buy	5,312 +389	+8%	+$61.5K	0.01%	554
2025 Q1	$722K	Buy	4,923 +2,459	+100%	+$425K	0.01%	647
2024 Q4	$436K	Buy	2,464 +875	+55%	+$149K	﹤0.01%	667
2024 Q3	$248K	Buy	+1,589	New	+$231K	﹤0.01%	823

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

HB Wealth Management's ARES Position: Q2 2026 in Review

HB Wealth Management reduced its Ares Management (ARES) stake by 1.8% in Q2 2026, selling an estimated $20.5K and leaving 9,175 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #735.

HB Wealth Management first reported a position in ARES in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.3M in Q4 2025. 803 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

HB Wealth Management held 9,175 shares of Ares Management worth $1.02M as of Q2 2026.
HB Wealth Management sold 171 Ares Management shares in Q2 2026, an estimated $20.5K.
Ares Management made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #735 holding.
HB Wealth Management first reported a position in Ares Management in Q3 2024 and has held it in 8 quarters since.
HB Wealth Management's Ares Management position peaked at $1.3M in Q4 2025.
803 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.