Larson Financial Group’s Ares Management ARES Stock Holding History

Larson Financial Group’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	$231K	Buy	2,076 +75	+4%	+$9K	0.01%	795
2026 Q1	$218K	Sell	2,001 -529	-21%	-$70.2K	0.01%	693
2025 Q4	$409K	Buy	2,530 +33	+1%	+$5.14K	0.01%	526
2025 Q3	$399K	Buy	2,497 +9	+0.4%	+$1.62K	0.01%	524
2025 Q2	$431K	Buy	2,488 +317	+15%	+$50.1K	0.02%	471
2025 Q1	$318K	Buy	2,171 +124	+6%	+$21.4K	0.02%	510
2024 Q4	$362K	Buy	2,047 +8	+0.4%	+$1.36K	0.02%	435
2024 Q3	$318K	Buy	2,039 +1,439	+240%	+$209K	0.02%	457
2024 Q2	$80K	Buy	+600	New	+$81.9K	0.01%	702
2023 Q4	–	Sell	-15	Closed	-$1.54K	–	1798
2023 Q3	$1.54K	Buy	+15	New	+$1.52K	﹤0.01%	1410

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

Larson Financial Group's ARES Position: Q2 2026 in Review

Larson Financial Group increased its Ares Management (ARES) stake by 3.7% in Q2 2026, buying an estimated $9K and bringing the position to 2,076 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #795.

Larson Financial Group first reported a position in ARES in Q3 2023 and has held it in 10 quarters since. The position peaked at $431K in Q2 2025. 808 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Larson Financial Group held 2,076 shares of Ares Management worth $231K as of Q2 2026.
Larson Financial Group bought 75 Ares Management shares in Q2 2026, an estimated $9K.
Ares Management made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #795 holding.
Larson Financial Group first reported a position in Ares Management in Q3 2023 and has held it in 10 quarters since.
Larson Financial Group's Ares Management position peaked at $431K in Q2 2025.
808 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

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