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HFM Investment Advisors’s Ares Management ARES Stock Holding History

HFM Investment Advisors’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 		$557 Buy
+5
New +$600 ﹤0.01% 956
2026
Q1 		– Sell
-2
Closed -$324 – 1213
2025
Q4 		$324 Hold
2
– – ﹤0.01% 861
2025
Q3 		$320 Sell
2
-1
-33% -$180 ﹤0.01% 842
2025
Q2 		$520 Buy
3
+1
+50% +$158 ﹤0.01% 636
2025
Q1 		$294 Buy
+2
New +$346 ﹤0.01% 485

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 $3.38T AUM 44.17% 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

HFM Investment Advisors's ARES Position: Q2 2026 in Review

HFM Investment Advisors opened a new position in Ares Management (ARES) in Q2 2026: 5 shares worth $557. The stake represents ﹤0.01% of the portfolio and ranks #956 among its holdings. This is a return to the name: HFM Investment Advisors previously reported a position in ARES as recently as Q4 2025.

HFM Investment Advisors first reported a position in ARES in Q1 2025 and has held it in 5 quarters since. 809 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • HFM Investment Advisors held 5 shares of Ares Management worth $557 as of Q2 2026.
  • Ares Management was a new HFM Investment Advisors position in Q2 2026.
  • Ares Management made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #956 holding.
  • HFM Investment Advisors first reported a position in Ares Management in Q1 2025 and has held it in 5 quarters since.
  • 809 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.