Massachusetts Financial Services’s Ares Management ARES Stock Holding History

Massachusetts Financial Services’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	$241M	Sell	2,166,904 -1,679,315	-44%	-$201M	0.08%	233
2026 Q1	$422M	Sell	3,846,219 -1,859,380	-33%	-$247M	0.14%	152
2025 Q4	$922M	Buy	5,705,599 +1,187,174	+26%	+$185M	0.3%	96
2025 Q3	$722M	Sell	4,518,425 -66,829	-1%	-$12.1M	0.22%	113
2025 Q2	$794M	Sell	4,585,254 -438,731	-9%	-$69.4M	0.25%	110
2025 Q1	$737M	Sell	5,023,985 -102,457	-2%	-$17.7M	0.24%	113
2024 Q4	$908M	Buy	5,126,442 +66,671	+1%	+$11.4M	0.29%	94
2024 Q3	$789M	Buy	5,059,771 +1,377	+0%	+$200K	0.24%	124
2024 Q2	$674M	Buy	5,058,394 +1,867,933	+59%	+$255M	0.21%	124
2024 Q1	$424M	Buy	+3,190,461	New	+$408M	0.13%	170

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

Massachusetts Financial Services's ARES Position: Q2 2026 in Review

Massachusetts Financial Services reduced its Ares Management (ARES) stake by 44% in Q2 2026, selling an estimated $201M and leaving 2,166,904 shares worth $241M. The position accounts for 0.08% of the portfolio, ranked #233.

Massachusetts Financial Services first reported a position in ARES in Q1 2024 and has held it in 10 quarters since. The position peaked at $922M in Q4 2025. 805 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Massachusetts Financial Services held 2,166,904 shares of Ares Management worth $241M as of Q2 2026.
Massachusetts Financial Services sold 1,679,315 Ares Management shares in Q2 2026, an estimated $201M.
Ares Management made up 0.08% of Massachusetts Financial Services's portfolio in Q2 2026, its #233 holding.
Massachusetts Financial Services first reported a position in Ares Management in Q1 2024 and has held it in 10 quarters since.
Massachusetts Financial Services's Ares Management position peaked at $922M in Q4 2025.
805 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.