Jones Financial Companies’s Ares Management ARES Stock Holding History

Jones Financial Companies’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	$4.08M	Buy	37,383 +7,964	+27%	+$955K	﹤0.01%	1283
2026 Q1	$3.13M	Buy	29,419 +16,264	+124%	+$2.16M	﹤0.01%	1254
2025 Q4	$2.13M	Buy	13,155 +601	+5%	+$93.6K	﹤0.01%	916
2025 Q3	$2.05M	Buy	12,554 +361	+3%	+$65.1K	﹤0.01%	841
2025 Q2	$2.11M	Buy	12,193 +1,326	+12%	+$210K	﹤0.01%	739
2025 Q1	$1.57M	Buy	10,867 +3,438	+46%	+$594K	﹤0.01%	721
2024 Q4	$1.32M	Buy	7,429 +2,070	+39%	+$353K	﹤0.01%	673
2024 Q3	$841K	Buy	5,359 +3,005	+128%	+$436K	﹤0.01%	654
2024 Q2	$314K	Buy	+2,354	New	+$321K	﹤0.01%	678
2023 Q1	–	Sell	-27	Closed	-$2K	–	580
2022 Q4	$2K	Buy	+27	New	+$1.95K	﹤0.01%	593

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

Jones Financial Companies's ARES Position: Q2 2026 in Review

Jones Financial Companies increased its Ares Management (ARES) stake by 27% in Q2 2026, buying an estimated $955K and bringing the position to 37,383 shares worth $4.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1283.

Jones Financial Companies first reported a position in ARES in Q4 2022 and has held it in 10 quarters since. 802 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Jones Financial Companies held 37,383 shares of Ares Management worth $4.08M as of Q2 2026.
Jones Financial Companies bought 7,964 Ares Management shares in Q2 2026, an estimated $955K.
Ares Management made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1283 holding.
Jones Financial Companies first reported a position in Ares Management in Q4 2022 and has held it in 10 quarters since.
802 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.