Jefferies Financial Group’s Ares Management ARES Stock Holding History

Jefferies 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	$28M	Buy	251,700 +12,735	+5%	+$1.53M	0.18%	109
2026 Q1	$26.1M	Buy	238,965 +34,010	+17%	+$4.51M	0.18%	90
2025 Q4	$33.1M	Buy	204,955 +170,634	+497%	+$26.6M	0.17%	110
2025 Q3	$5.49M	Buy	34,321 +637	+2%	+$115K	0.03%	347
2025 Q2	$5.83M	Buy	33,684 +26,584	+374%	+$4.2M	0.05%	259
2025 Q1	$1.04M	Sell	7,100 -55,880	-89%	-$9.66M	0.01%	803
2024 Q4	$11.1M	Buy	+62,980	New	+$10.7M	0.07%	205
2024 Q3	–	Sell	-2,076	Closed	-$277K	–	1426
2024 Q2	$277K	Buy	+2,076	New	+$283K	﹤0.01%	1134
2024 Q1	–	Sell	-51,963	Closed	-$6.18M	–	1600
2023 Q4	$6.18M	Buy	+51,963	New	+$5.64M	0.04%	338
2023 Q2	–	Sell	-12,992	Closed	-$1.08M	–	1662
2023 Q1	$1.08M	Buy	+12,992	New	+$1.03M	0.01%	866

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

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

Jefferies Financial Group increased its Ares Management (ARES) stake by 5.3% in Q2 2026, buying an estimated $1.53M and bringing the position to 251,700 shares worth $28M. The position accounts for 0.18% of the portfolio, ranked #109.

Jefferies Financial Group first reported a position in ARES in Q1 2023 and has held it in 10 quarters since. The position peaked at $33.1M in Q4 2025. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Jefferies Financial Group held 251,700 shares of Ares Management worth $28M as of Q2 2026.
Jefferies Financial Group bought 12,735 Ares Management shares in Q2 2026, an estimated $1.53M.
Ares Management made up 0.18% of Jefferies Financial Group's portfolio in Q2 2026, its #109 holding.
Jefferies Financial Group first reported a position in Ares Management in Q1 2023 and has held it in 10 quarters since.
Jefferies Financial Group's Ares Management position peaked at $33.1M in Q4 2025.
807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.