LPL Financial
ARES icon

LPL Financial’s Ares Management ARES Stock Holding History

LPL 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 		$14.2M Sell
128,012
-20,749
-14% -$2.49M ﹤0.01% 1828
2026
Q1 		$16.2M Sell
148,761
-15,348
-9% -$2.04M ﹤0.01% 1614
2025
Q4 		$26.5M Sell
164,109
-1,925
-1% -$300K 0.01% 1225
2025
Q3 		$26.5M Buy
166,034
+14,687
+10% +$2.65M 0.01% 1185
2025
Q2 		$26.2M Buy
151,347
+14,850
+11% +$2.35M 0.01% 1083
2025
Q1 		$20M Buy
136,497
+21,321
+19% +$3.68M 0.01% 1152
2024
Q4 		$20.4M Buy
115,176
+16,001
+16% +$2.73M 0.01% 1073
2024
Q3 		$15.5M Buy
99,175
+35,683
+56% +$5.18M 0.01% 1184
2024
Q2 		$8.46M Buy
63,492
+8,808
+16% +$1.2M ﹤0.01% 1484
2024
Q1 		$7.27M Buy
54,684
+1,326
+2% +$169K ﹤0.01% 1533
2023
Q4 		$6.35M Buy
53,358
+4,644
+10% +$504K ﹤0.01% 1534
2023
Q3 		$5.01M Buy
48,714
+5,263
+12% +$532K ﹤0.01% 1595
2023
Q2 		$4.19M Buy
43,451
+2,884
+7% +$249K ﹤0.01% 1681
2023
Q1 		$3.38M Buy
40,567
+2,403
+6% +$191K ﹤0.01% 1765
2022
Q4 		$2.61M Buy
38,164
+2,460
+7% +$177K ﹤0.01% 1881
2022
Q3 		$2.21M Sell
35,704
-835
-2% -$58.4K ﹤0.01% 1905
2022
Q2 		$2.08M Buy
36,539
+20
+0.1% +$1.38K ﹤0.01% 2002
2022
Q1 		$2.97M Buy
36,519
+3,143
+9% +$241K ﹤0.01% 1765
2021
Q4 		$2.71M Buy
33,376
+12,103
+57% +$985K ﹤0.01% 1865
2021
Q3 		$1.57M Buy
21,273
+4,937
+30% +$355K ﹤0.01% 2243
2021
Q2 		$1.04M Buy
16,336
+2,254
+16% +$126K ﹤0.01% 2533
2021
Q1 		$789K Sell
14,082
-4,954
-26% -$249K ﹤0.01% 2611
2020
Q4 		$896K Buy
19,036
+2,498
+15% +$113K ﹤0.01% 2274
2020
Q3 		$668K Buy
16,538
+10,945
+196% +$437K ﹤0.01% 2233
2020
Q2 		$222K Buy
+5,593
New +$198K ﹤0.01% 3055

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

LPL Financial's ARES Position: Q2 2026 in Review

LPL Financial reduced its Ares Management (ARES) stake by 14% in Q2 2026, selling an estimated $2.49M and leaving 128,012 shares worth $14.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1828.

LPL Financial first reported a position in ARES in Q2 2020 and has held it in 25 quarters since. The position peaked at $26.5M in Q3 2025. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • LPL Financial held 128,012 shares of Ares Management worth $14.2M as of Q2 2026.
  • LPL Financial sold 20,749 Ares Management shares in Q2 2026, an estimated $2.49M.
  • Ares Management made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1828 holding.
  • LPL Financial first reported a position in Ares Management in Q2 2020 and has held it in 25 quarters since.
  • LPL Financial's Ares Management position peaked at $26.5M in Q3 2025.
  • 807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.