N.E.W. Advisory Services’s Ares Management ARES Stock Holding History

N.E.W. Advisory 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	$1K	Buy	+9	New	+$1.08K	﹤0.01%	924

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

N.E.W. Advisory Services's ARES Position: Q2 2026 in Review

N.E.W. Advisory Services opened a new position in Ares Management (ARES) in Q2 2026: 9 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #924 among its holdings.

800 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

N.E.W. Advisory Services held 9 shares of Ares Management worth $1K as of Q2 2026.
Ares Management was a new N.E.W. Advisory Services position in Q2 2026.
Ares Management made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #924 holding.
800 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.