Loomis, Sayles & Company
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Loomis, Sayles & Company’s Ares Management ARES Stock Holding History

Loomis, Sayles & 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
Q1 		$43.1K Hold
395
– – ﹤0.01% 621
2025
Q4 		$63.8K Sell
395
-510
-56% -$79.5K ﹤0.01% 598
2025
Q3 		$145K Hold
905
– – ﹤0.01% 538
2025
Q2 		$157K Sell
905
-168
-16% -$26.6K ﹤0.01% 537
2025
Q1 		$157K Buy
1,073
+455
+74% +$78.6K ﹤0.01% 538
2024
Q4 		$109K Sell
618
-55
-8% -$9.38K ﹤0.01% 557
2024
Q3 		$105K Sell
673
-76
-10% -$11K ﹤0.01% 543
2024
Q2 		$100K Buy
749
+22
+3% +$3K ﹤0.01% 550
2024
Q1 		$97K Sell
727
-46
-6% -$5.88K ﹤0.01% 546
2023
Q4 		$91K Sell
773
-50
-6% -$5.43K ﹤0.01% 537
2023
Q3 		$85K Buy
823
+26
+3% +$2.63K ﹤0.01% 539
2023
Q2 		$77K Hold
797
– – ﹤0.01% 558
2023
Q1 		$67K Sell
797
-38
-5% -$3.02K ﹤0.01% 577
2022
Q4 		$58K Sell
835
-725
-46% -$52.3K ﹤0.01% 592
2022
Q3 		$96K Sell
1,560
-88,362
-98% -$6.18M ﹤0.01% 518
2022
Q2 		$5.11M Sell
89,922
-451,469
-83% -$31.2M 0.01% 398
2022
Q1 		$44M Buy
541,391
+18,836
+4% +$1.45M 0.06% 151
2021
Q4 		$42.5M Sell
522,555
-5,453
-1% -$444K 0.05% 184
2021
Q3 		$39M Sell
528,008
-306,290
-37% -$22.1M 0.05% 204
2021
Q2 		$53.1M Buy
834,298
+32,893
+4% +$1.84M 0.06% 135
2021
Q1 		$44.9M Buy
801,405
+1,745
+0.2% +$87.8K 0.06% 169
2020
Q4 		$37.6M Buy
799,660
+95,088
+13% +$4.3M 0.05% 171
2020
Q3 		$28.5M Sell
704,572
-7,280
-1% -$291K 0.04% 178
2020
Q2 		$28.3M Buy
711,852
+54,869
+8% +$1.94M 0.05% 170
2020
Q1 		$20.3M Sell
656,983
-7,238
-1% -$253K 0.04% 159
2019
Q4 		$23.7M Sell
664,221
-48,914
-7% -$1.52M 0.04% 190
2019
Q3 		$19.1M Buy
713,135
+395,215
+124% +$11.3M 0.04% 220
2019
Q2 		$8.32M Buy
+317,920
New +$8.07M 0.02% 371

Other funds holding ARES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company's ARES Position: Q1 2026 in Review

Loomis, Sayles & Company held its Ares Management (ARES) position steady in Q1 2026 at 395 shares worth $43.1K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Loomis, Sayles & Company first reported a position in ARES in Q2 2019 and has held it in 28 quarters since. The position peaked at $53.1M in Q2 2021. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Loomis, Sayles & Company held 395 shares of Ares Management worth $43.1K as of Q1 2026.
  • Loomis, Sayles & Company left its Ares Management share count unchanged in Q1 2026.
  • Ares Management made up ﹤0.01% of Loomis, Sayles & Company's portfolio in Q1 2026, its #621 holding.
  • Loomis, Sayles & Company first reported a position in Ares Management in Q2 2019 and has held it in 28 quarters since.
  • Loomis, Sayles & Company's Ares Management position peaked at $53.1M in Q2 2021.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Loomis, Sayles & Company's 13F filing for Q1 2026, filed 14 May 2026.