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Journey Retirement Planning & Investment Management’s Ares Management ARES Stock Holding History

Journey Retirement Planning & Investment Management’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 		$553K Buy
4,970
+153
+3% +$18.4K 0.43% 75
2026
Q1 		$526K Sell
4,817
-10,396
-68% -$1.38M 0.46% 70
2025
Q4 		$2.46M Buy
+15,213
New +$2.37M 0.5% 48

Other funds holding ARES

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Journey Retirement Planning & Investment Management's ARES Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Ares Management (ARES) stake by 3.2% in Q2 2026, buying an estimated $18.4K and bringing the position to 4,970 shares worth $553K. The position accounts for 0.43% of the portfolio, ranked #75.

Journey Retirement Planning & Investment Management first reported a position in ARES in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.46M in Q4 2025. 352 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 4,970 shares of Ares Management worth $553K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 153 Ares Management shares in Q2 2026, an estimated $18.4K.
  • Ares Management made up 0.43% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #75 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Ares Management in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Ares Management position peaked at $2.46M in Q4 2025.
  • 352 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.