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Lee Financial’s Ares Management ARES Stock Holding History

Lee Financial’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 		$847K Buy
7,613
+3,503
+85% +$420K 0.11% 89
2026
Q1 		$448K Buy
+4,110
New +$545K 0.06% 109
2024
Q1 		– Sell
-8
Closed -$952 – 193
2023
Q4 		$952 Hold
8
– – ﹤0.01% 799
2023
Q3 		$823 Hold
8
– – ﹤0.01% 780
2023
Q2 		$771 Hold
8
– – ﹤0.01% 730
2023
Q1 		$668 Sell
8
-20
-71% -$1.59K ﹤0.01% 749
2022
Q4 		$1.92K Buy
28
+2
+8% +$144 ﹤0.01% 704
2022
Q3 		$2K Buy
+26
New +$1.82K ﹤0.01% 646
2022
Q1 		– Sell
-20
Closed -$2K – 768
2021
Q4 		$2K Buy
+20
New +$1.63K ﹤0.01% 702

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

Lee Financial's ARES Position: Q2 2026 in Review

Lee Financial increased its Ares Management (ARES) stake by 85% in Q2 2026, buying an estimated $420K and bringing the position to 7,613 shares worth $847K. The position accounts for 0.11% of the portfolio, ranked #89.

Lee Financial first reported a position in ARES in Q4 2021 and has held it in 9 quarters since. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Lee Financial held 7,613 shares of Ares Management worth $847K as of Q2 2026.
  • Lee Financial bought 3,503 Ares Management shares in Q2 2026, an estimated $420K.
  • Ares Management made up 0.11% of Lee Financial's portfolio in Q2 2026, its #89 holding.
  • Lee Financial first reported a position in Ares Management in Q4 2021 and has held it in 9 quarters since.
  • 807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.