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Independent Financial Group’s Ares Management ARES Stock Holding History

Independent Financial Group’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 		$370K Buy
3,322
+794
+31% +$95.3K 0.01% 1128
2026
Q1 		$276K Buy
2,528
+392
+18% +$52K 0.01% 1206
2025
Q4 		$345K Sell
2,136
-1,132
-35% -$176K 0.01% 1081
2025
Q3 		$523K Buy
3,268
+646
+25% +$117K 0.01% 835
2025
Q2 		$454K Buy
2,622
+1,038
+66% +$164K 0.01% 818
2025
Q1 		$232K Buy
+1,584
New +$274K 0.01% 1042

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

Independent Financial Group's ARES Position: Q2 2026 in Review

Independent Financial Group increased its Ares Management (ARES) stake by 31% in Q2 2026, buying an estimated $95.3K and bringing the position to 3,322 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #1128.

Independent Financial Group first reported a position in ARES in Q1 2025 and has held it in 6 quarters since. The position peaked at $523K in Q3 2025. 803 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Independent Financial Group held 3,322 shares of Ares Management worth $370K as of Q2 2026.
  • Independent Financial Group bought 794 Ares Management shares in Q2 2026, an estimated $95.3K.
  • Ares Management made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1128 holding.
  • Independent Financial Group first reported a position in Ares Management in Q1 2025 and has held it in 6 quarters since.
  • Independent Financial Group's Ares Management position peaked at $523K in Q3 2025.
  • 803 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.