Luther King Capital Management (LKCM)’s Ares Management ARES Stock Holding History

Luther King Capital Management (LKCM)’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	$2.06M	Sell	18,508 -13,819	-43%	-$1.66M	0.01%	353
2026 Q1	$3.53M	Sell	32,327 -154,630	-83%	-$20.5M	0.02%	287
2025 Q4	$30.2M	Buy	186,957 +13,306	+8%	+$2.07M	0.12%	115
2025 Q3	$27.8M	Buy	173,651 +13,680	+9%	+$2.47M	0.11%	115
2025 Q2	$27.7M	Buy	159,971 +68,420	+75%	+$10.8M	0.12%	115
2025 Q1	$13.4M	Buy	+91,551	New	+$15.8M	0.06%	148

Other funds holding ARES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Luther King Capital Management (LKCM)'s ARES Position: Q2 2026 in Review

Luther King Capital Management (LKCM) reduced its Ares Management (ARES) stake by 43% in Q2 2026, selling an estimated $1.66M and leaving 18,508 shares worth $2.06M. The position accounts for 0.01% of the portfolio, ranked #353.

Luther King Capital Management (LKCM) first reported a position in ARES in Q1 2025 and has held it in 6 quarters since. The position peaked at $30.2M in Q4 2025. 802 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Luther King Capital Management (LKCM) held 18,508 shares of Ares Management worth $2.06M as of Q2 2026.
Luther King Capital Management (LKCM) sold 13,819 Ares Management shares in Q2 2026, an estimated $1.66M.
Ares Management made up 0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #353 holding.
Luther King Capital Management (LKCM) first reported a position in Ares Management in Q1 2025 and has held it in 6 quarters since.
Luther King Capital Management (LKCM)'s Ares Management position peaked at $30.2M in Q4 2025.
802 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.