JWA
ARES icon

JFS Wealth Advisors’s Ares Management ARES Stock Holding History

JFS Wealth Advisors’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 		$5.9K Sell
53
-4
-7% -$480 ﹤0.01% 1222
2026
Q1 		$6.22K Sell
57
-11
-16% -$1.46K ﹤0.01% 1118
2025
Q4 		$11K Hold
68
– – ﹤0.01% 940
2025
Q3 		$10.9K Hold
68
– – ﹤0.01% 871
2025
Q2 		$11.8K Buy
68
+14
+26% +$2.21K ﹤0.01% 810
2025
Q1 		$7.92K Buy
54
+2
+4% +$346 ﹤0.01% 957
2024
Q4 		$9.21K Buy
52
+1
+2% +$171 ﹤0.01% 875
2024
Q3 		$7.95K Buy
51
+1
+2% +$145 ﹤0.01% 937
2024
Q2 		$6.66K Hold
50
– – ﹤0.01% 942
2024
Q1 		$6.65K Hold
50
– – ﹤0.01% 983
2023
Q4 		$5.95K Buy
50
+2
+4% +$217 ﹤0.01% 983
2023
Q3 		$4.94K Buy
48
+2
+4% +$202 ﹤0.01% 996
2023
Q2 		$4.43K Sell
46
-1
-2% -$86 ﹤0.01% 1059
2023
Q1 		$3.92K Buy
47
+4
+9% +$318 ﹤0.01% 1089
2022
Q4 		$2.94K Sell
43
-6
-12% -$433 ﹤0.01% 1219
2022
Q3 		$3K Buy
49
+43
+717% +$3.01K ﹤0.01% 1134
2022
Q2 		$0 Sell
6
-140
-96% -$9.68K ﹤0.01% 1723
2022
Q1 		$12K Buy
146
+133
+1,023% +$10.2K ﹤0.01% 730
2021
Q4 		$1K Buy
+13
New +$1.06K ﹤0.01% 1246

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

JFS Wealth Advisors's ARES Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Ares Management (ARES) stake by 7% in Q2 2026, selling an estimated $480 and leaving 53 shares worth $5.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

JFS Wealth Advisors first reported a position in ARES in Q4 2021 and has held it in 19 quarters since. The position peaked at $12K in Q1 2022. 800 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • JFS Wealth Advisors held 53 shares of Ares Management worth $5.9K as of Q2 2026.
  • JFS Wealth Advisors sold 4 Ares Management shares in Q2 2026, an estimated $480.
  • Ares Management made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1222 holding.
  • JFS Wealth Advisors first reported a position in Ares Management in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Ares Management position peaked at $12K in Q1 2022.
  • 800 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.