IFP Advisors’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $63.1K | Sell |
567
-147
| -21% | -$17.6K | ﹤0.01% | 2253 |
|
|
2026
Q1 | $77.9K | Buy |
714
+203
| +40% | +$26.9K | ﹤0.01% | 1994 |
|
|
2025
Q4 | $82.6K | Sell |
511
-1,602
| -76% | -$250K | ﹤0.01% | 1918 |
|
|
2025
Q3 | $338K | Sell |
2,113
-440
| -17% | -$79.4K | 0.01% | 1028 |
|
|
2025
Q2 | $444K | Buy |
2,553
+565
| +28% | +$89.3K | 0.01% | 884 |
|
|
2025
Q1 | $291K | Buy |
1,988
+1,122
| +130% | +$194K | 0.01% | 992 |
|
|
2024
Q4 | $153K | Buy |
866
+329
| +61% | +$56.1K | 0.01% | 1268 |
|
|
2024
Q3 | $83.6K | Sell |
537
-1,761
| -77% | -$256K | ﹤0.01% | 1486 |
|
|
2024
Q2 | $306K | Sell |
2,298
-46
| -2% | -$6.28K | 0.01% | 828 |
|
|
2024
Q1 | $312K | Buy |
2,344
+4
| +0.2% | +$511 | 0.01% | 783 |
|
|
2023
Q4 | $278K | Sell |
2,340
-123
| -5% | -$13.4K | 0.01% | 804 |
|
|
2023
Q3 | $253K | Buy |
2,463
+3
| +0.1% | +$303 | 0.01% | 858 |
|
|
2023
Q2 | $237K | Buy |
2,460
+275
| +13% | +$23.8K | 0.01% | 944 |
|
|
2023
Q1 | $49.9K | Sell |
2,185
-456
| -17% | -$36.3K | ﹤0.01% | 1578 |
|
|
2022
Q4 | $72K | Sell |
2,641
-128
| -5% | -$9.23K | ﹤0.01% | 1973 |
|
|
2022
Q3 | $80K | Buy |
2,769
+81
| +3% | +$5.66K | ﹤0.01% | 2009 |
|
|
2022
Q2 | $75K | Hold |
2,688
| – | – | ﹤0.01% | 1881 |
|
|
2022
Q1 | $75K | Buy |
2,688
+216
| +9% | +$16.6K | ﹤0.01% | 1881 |
|
|
2021
Q4 | $193K | Buy |
2,472
+1,909
| +339% | +$155K | ﹤0.01% | 959 |
|
|
2021
Q3 | $36K | Sell |
563
-296
| -34% | -$21.3K | ﹤0.01% | 1711 |
|
|
2021
Q2 | $51K | Buy |
859
+75
| +10% | +$4.19K | ﹤0.01% | 1510 |
|
|
2021
Q1 | $40K | Buy |
784
+83
| +12% | +$4.17K | ﹤0.01% | 1550 |
|
|
2020
Q4 | $32K | Sell |
701
-348
| -33% | -$15.7K | ﹤0.01% | 1609 |
|
|
2020
Q3 | $40K | Buy |
1,049
+10
| +1% | +$399 | ﹤0.01% | 1368 |
|
|
2020
Q2 | $38K | Buy |
1,039
+77
| +8% | +$2.72K | ﹤0.01% | 1325 |
|
|
2020
Q1 | $26K | Buy |
962
+877
| +1,032% | +$30.7K | ﹤0.01% | 1386 |
|
|
2019
Q4 | $3K | Sell |
85
-22
| -21% | -$683 | ﹤0.01% | 2342 |
|
|
2019
Q3 | $3K | Buy |
+107
| New | +$3.06K | ﹤0.01% | 2503 |
|
|
2019
Q1 | – | Sell |
-202
| Closed | -$4K | – | 2407 |
|
|
2018
Q4 | $4K | Buy |
202
+20
| +11% | +$419 | ﹤0.01% | 2907 |
|
|
2018
Q3 | $4K | Buy |
+182
| New | +$3.9K | ﹤0.01% | 3268 |
|
Other funds holding ARES
SMFG
IFP Advisors's ARES Position: Q2 2026 in Review
IFP Advisors reduced its Ares Management (ARES) stake by 21% in Q2 2026, selling an estimated $17.6K and leaving 567 shares worth $63.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2253.
IFP Advisors first reported a position in ARES in Q3 2018 and has held it in 30 quarters since. The position peaked at $444K in Q2 2025. 800 funds tracked by Wall St. Rank hold ARES as of Q2 2026.
- IFP Advisors held 567 shares of Ares Management worth $63.1K as of Q2 2026.
- IFP Advisors sold 147 Ares Management shares in Q2 2026, an estimated $17.6K.
- Ares Management made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2253 holding.
- IFP Advisors first reported a position in Ares Management in Q3 2018 and has held it in 30 quarters since.
- IFP Advisors's Ares Management position peaked at $444K in Q2 2025.
- 800 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.