Napier Financial’s Ares Management ARES Stock Holding History

Napier Financial’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	$40.7K	Hold	366	–	–	0.01%	227
2026 Q1	$39.9K	Buy	+366	New	+$48.6K	0.01%	223

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

Napier Financial's ARES Position: Q2 2026 in Review

Napier Financial held its Ares Management (ARES) position steady in Q2 2026 at 366 shares worth $40.7K. The position accounts for 0.01% of the portfolio, ranked #227.

Napier Financial first reported a position in ARES in Q1 2026 and has held it in 2 quarters since. 803 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Napier Financial held 366 shares of Ares Management worth $40.7K as of Q2 2026.
Napier Financial left its Ares Management share count unchanged in Q2 2026.
Ares Management made up 0.01% of Napier Financial's portfolio in Q2 2026, its #227 holding.
Napier Financial first reported a position in Ares Management in Q1 2026 and has held it in 2 quarters since.
803 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Napier Financial's 13F filing for Q2 2026, filed 31 Jul 2026.