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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 		$8.16M Buy
73,300
+3,300
+5% +$396K 0.05% 289
2026
Q1 		$7.64M Hold
70,000
– – 0.05% 249
2025
Q4 		$11.3M Buy
+70,000
New +$10.9M 0.06% 294

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 $3.38T AUM 44.17% 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

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. 809 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.
  • 809 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.