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Laird Norton Wetherby Trust Company’s Ares Management ARES Stock Holding History

Laird Norton Wetherby Trust Company’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 		$237K Buy
+2,130
New +$256K ﹤0.01% 945
2026
Q1 		– Sell
-2,197
Closed -$355K – 987
2025
Q4 		$355K Buy
+2,197
New +$342K 0.01% 828

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 $3.38T AUM 44.17% 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

Laird Norton Wetherby Trust Company's ARES Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company opened a new position in Ares Management (ARES) in Q2 2026: 2,130 shares worth $237K. The stake represents ﹤0.01% of the portfolio and ranks #945 among its holdings. This is a return to the name: Laird Norton Wetherby Trust Company previously reported a position in ARES as recently as Q4 2025.

Laird Norton Wetherby Trust Company first reported a position in ARES in Q4 2025 and has held it in 2 quarters since. The position peaked at $355K in Q4 2025. 809 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 2,130 shares of Ares Management worth $237K as of Q2 2026.
  • Ares Management was a new Laird Norton Wetherby Trust Company position in Q2 2026.
  • Ares Management made up ﹤0.01% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #945 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Ares Management in Q4 2025 and has held it in 2 quarters since.
  • Laird Norton Wetherby Trust Company's Ares Management position peaked at $355K in Q4 2025.
  • 809 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.