Itau Unibanco Holding S.A.’s Ares Management ARES Stock Holding History

Itau Unibanco Holding S.A.’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	–	Sell	-2,000	Closed	-$218K	–	403
2026 Q1	$218K	Buy	+2,000	New	+$265K	0.01%	174
2025 Q1	–	Sell	-6,044	Closed	-$1.08M	–	400
2024 Q4	$1.08M	Sell	6,044 -11,377	-65%	-$1.94M	0.03%	116
2024 Q3	$2.71M	Sell	17,421 -2,003	-10%	-$291K	0.09%	86
2024 Q2	$2.59M	Buy	+19,424	New	+$2.65M	0.11%	79
2023 Q2	–	Sell	-11,125	Closed	-$928K	–	516
2023 Q1	$928K	Buy	+11,125	New	+$884K	0.05%	107
2019 Q4	–	Sell	-6,283	Closed	-$164K	–	886
2019 Q3	$164K	Hold	6,283	–	–	0.01%	178
2019 Q2	$164K	Buy	+6,283	New	+$160K	0.01%	513

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

Itau Unibanco Holding S.A.'s ARES Position: Q2 2026 in Review

Itau Unibanco Holding S.A. sold out of Ares Management (ARES) in Q2 2026, closing a stake of 2,000 shares — an estimated $218K sold.

Itau Unibanco Holding S.A. first reported a position in ARES in Q2 2019 and held it in 7 quarters. The position peaked at $2.71M in Q3 2024. 800 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Itau Unibanco Holding S.A. reported no remaining Ares Management position as of Q2 2026 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 2,000 Ares Management shares in Q2 2026, an estimated $218K.
Itau Unibanco Holding S.A. first reported a position in Ares Management in Q2 2019 and held it in 7 quarters.
Itau Unibanco Holding S.A.'s Ares Management position peaked at $2.71M in Q3 2024.
800 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2026, filed 14 Aug 2026.