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Mather Group’s Ares Management ARES Stock Holding History

Mather Group’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 		$365K Buy
3,282
+539
+20% +$64.7K ﹤0.01% 614
2026
Q1 		$299K Buy
2,743
+703
+34% +$93.3K ﹤0.01% 618
2025
Q4 		$330K Sell
2,040
-68
-3% -$10.6K ﹤0.01% 502
2025
Q3 		$337K Buy
2,108
+21
+1% +$3.79K ﹤0.01% 487
2025
Q2 		$361K Sell
2,087
-171
-8% -$27K ﹤0.01% 452
2025
Q1 		$331K Sell
2,258
-47
-2% -$8.12K ﹤0.01% 462
2024
Q4 		$408K Buy
2,305
+110
+5% +$18.8K 0.01% 399
2024
Q3 		$342K Buy
2,195
+20
+0.9% +$2.9K ﹤0.01% 440
2024
Q2 		$289K Buy
2,175
+29
+1% +$3.96K ﹤0.01% 540
2024
Q1 		$255K Buy
2,146
+2
+0.1% +$255 ﹤0.01% 474
2023
Q4 		$255K Sell
2,144
-40
-2% -$4.34K ﹤0.01% 487
2023
Q3 		$225K Buy
2,184
+40
+2% +$4.04K ﹤0.01% 503
2023
Q2 		$207K Buy
+2,144
New +$185K ﹤0.01% 545

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

Mather Group's ARES Position: Q2 2026 in Review

Mather Group increased its Ares Management (ARES) stake by 20% in Q2 2026, buying an estimated $64.7K and bringing the position to 3,282 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Mather Group first reported a position in ARES in Q2 2023 and has held it in 13 quarters since. The position peaked at $408K in Q4 2024. 803 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Mather Group held 3,282 shares of Ares Management worth $365K as of Q2 2026.
  • Mather Group bought 539 Ares Management shares in Q2 2026, an estimated $64.7K.
  • Ares Management made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #614 holding.
  • Mather Group first reported a position in Ares Management in Q2 2023 and has held it in 13 quarters since.
  • Mather Group's Ares Management position peaked at $408K in Q4 2024.
  • 803 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.