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LifeSteps Financial’s Ares Management ARES Stock Holding History

LifeSteps 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 		$1.11K Buy
+10
New +$1.2K ﹤0.01% 729

Other funds holding ARES

LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return

LifeSteps Financial's ARES Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Ares Management (ARES) in Q2 2026: 10 shares worth $1.11K. The stake represents ﹤0.01% of the portfolio and ranks #729 among its holdings.

266 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • LifeSteps Financial held 10 shares of Ares Management worth $1.11K as of Q2 2026.
  • Ares Management was a new LifeSteps Financial position in Q2 2026.
  • Ares Management made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #729 holding.
  • 266 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.