Kestra Private Wealth Services’s Ares Management ARES Stock Holding History

Kestra Private Wealth Services’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	$243K	Sell	2,182 -190	-8%	-$22.8K	﹤0.01%	1595
2026 Q1	$259K	Buy	+2,372	New	+$315K	﹤0.01%	1518
2025 Q3	–	Sell	-1,358	Closed	-$235K	–	1673
2025 Q2	$235K	Buy	+1,358	New	+$215K	﹤0.01%	1427
2025 Q1	–	Sell	-1,234	Closed	-$218K	–	1510
2024 Q4	$218K	Sell	1,234 -57	-4%	-$9.73K	﹤0.01%	1284
2024 Q3	$201K	Sell	1,291 -1,904	-60%	-$276K	﹤0.01%	1269
2024 Q2	$426K	Sell	3,195 -1,430	-31%	-$195K	0.01%	895
2024 Q1	$615K	Buy	4,625 +136	+3%	+$17.4K	0.01%	719
2023 Q4	$534K	Buy	+4,489	New	+$487K	0.01%	704

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's ARES Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Ares Management (ARES) stake by 8% in Q2 2026, selling an estimated $22.8K and leaving 2,182 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

Kestra Private Wealth Services first reported a position in ARES in Q4 2023 and has held it in 8 quarters since. The position peaked at $615K in Q1 2024. 809 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Kestra Private Wealth Services held 2,182 shares of Ares Management worth $243K as of Q2 2026.
Kestra Private Wealth Services sold 190 Ares Management shares in Q2 2026, an estimated $22.8K.
Ares Management made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1595 holding.
Kestra Private Wealth Services first reported a position in Ares Management in Q4 2023 and has held it in 8 quarters since.
Kestra Private Wealth Services's Ares Management position peaked at $615K in Q1 2024.
809 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.