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Kestra Investment Management’s Ares Management ARES Stock Holding History

Kestra 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 		$580K Buy
5,213
+2,177
+72% +$261K 0.01% 295
2026
Q1 		$331K Buy
+3,036
New +$403K 0.01% 350
2025
Q1 		– Sell
-24
Closed -$4.32K – 922
2024
Q4 		$4.32K Buy
+24
New +$4.09K ﹤0.01% 928

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

Kestra Investment Management's ARES Position: Q2 2026 in Review

Kestra Investment Management increased its Ares Management (ARES) stake by 72% in Q2 2026, buying an estimated $261K and bringing the position to 5,213 shares worth $580K. The position accounts for 0.01% of the portfolio, ranked #295.

Kestra Investment Management first reported a position in ARES in Q4 2024 and has held it in 3 quarters since. 802 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Kestra Investment Management held 5,213 shares of Ares Management worth $580K as of Q2 2026.
  • Kestra Investment Management bought 2,177 Ares Management shares in Q2 2026, an estimated $261K.
  • Ares Management made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #295 holding.
  • Kestra Investment Management first reported a position in Ares Management in Q4 2024 and has held it in 3 quarters since.
  • 802 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.