HM Payson & Co’s Ares Management ARES Stock Holding History

HM Payson & Co’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	$145K	Sell	1,304 -1	-0.1%	-$120	﹤0.01%	508
2026 Q1	$142K	Sell	1,305 -13	-1%	-$1.73K	﹤0.01%	503
2025 Q4	$213K	Buy	1,318 +14	+1%	+$2.18K	﹤0.01%	413
2025 Q3	$208K	Hold	1,304	–	–	﹤0.01%	420
2025 Q2	$226K	Hold	1,304	–	–	﹤0.01%	395
2025 Q1	$191K	Hold	1,304	–	–	﹤0.01%	419
2024 Q4	$231K	Hold	1,304	–	–	﹤0.01%	394
2024 Q3	$203K	Buy	1,304 +704	+117%	+$102K	﹤0.01%	416
2024 Q2	$80K	Hold	600	–	–	﹤0.01%	533
2024 Q1	$79.8K	Buy	+600	New	+$76.6K	﹤0.01%	530
2023 Q2	–	Sell	-450	Closed	-$37.5K	–	999
2023 Q1	$37.5K	Buy	+450	New	+$35.8K	﹤0.01%	624
2022 Q2	–	Sell	-106	Closed	-$9K	–	1037
2022 Q1	$9K	Hold	106	–	–	﹤0.01%	847
2021 Q4	$9K	Sell	106 -34	-24%	-$2.77K	﹤0.01%	872
2021 Q3	$10K	Hold	140	–	–	﹤0.01%	829
2021 Q2	$9K	Hold	140	–	–	﹤0.01%	825
2021 Q1	$8K	Hold	140	–	–	﹤0.01%	883
2020 Q4	$7K	Buy	140 +34	+32%	+$1.54K	﹤0.01%	889
2020 Q3	$4K	Buy	+106	New	+$4.23K	﹤0.01%	898

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

HM Payson & Co's ARES Position: Q2 2026 in Review

HM Payson & Co reduced its Ares Management (ARES) stake by 0.08% in Q2 2026, selling an estimated $120 and leaving 1,304 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

HM Payson & Co first reported a position in ARES in Q3 2020 and has held it in 18 quarters since. The position peaked at $231K in Q4 2024. 800 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

HM Payson & Co held 1,304 shares of Ares Management worth $145K as of Q2 2026.
HM Payson & Co sold 1 Ares Management share in Q2 2026, an estimated $120.
Ares Management made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #508 holding.
HM Payson & Co first reported a position in Ares Management in Q3 2020 and has held it in 18 quarters since.
HM Payson & Co's Ares Management position peaked at $231K in Q4 2024.
800 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.