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LRI Investments’s Ares Management ARES Stock Holding History

LRI Investments’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 		$231M Sell
2,335,268
-6,931
-0.3% -$832K 18.57% 1
2026
Q1 		$227M Sell
2,342,199
-49,174
-2% -$6.52M 20.12% 1
2025
Q4 		$344M Sell
2,391,373
-194,880
-8% -$30.4M 27.81% 1
2025
Q3 		$372M Buy
2,586,253
+238,531
+10% +$43M 30.43% 1
2025
Q2 		$407M Sell
2,347,722
-34,319
-1% -$5.43M 34.54% 1
2025
Q1 		$349M Sell
2,382,041
-217,135
-8% -$37.5M 33.74% 1
2024
Q4 		$460M Hold
2,599,176
– – 44.32% 1
2024
Q3 		$439M Sell
2,599,176
-223,389
-8% -$32.4M 42.62% 1
2024
Q2 		$376M Buy
+2,822,565
New +$385M 42.81% 1

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

LRI Investments's ARES Position: Q2 2026 in Review

LRI Investments reduced its Ares Management (ARES) stake by 0.3% in Q2 2026, selling an estimated $832K and leaving 2,335,268 shares worth $231M. The position accounts for 18.57% of the portfolio, ranked #1.

LRI Investments first reported a position in ARES in Q2 2024 and has held it in 9 quarters since. The position peaked at $460M in Q4 2024. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • LRI Investments held 2,335,268 shares of Ares Management worth $231M as of Q2 2026.
  • LRI Investments sold 6,931 Ares Management shares in Q2 2026, an estimated $832K.
  • Ares Management made up 18.57% of LRI Investments's portfolio in Q2 2026, its #1 holding.
  • LRI Investments first reported a position in Ares Management in Q2 2024 and has held it in 9 quarters since.
  • LRI Investments's Ares Management position peaked at $460M in Q4 2024.
  • 807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.