NBT Bank’s Ares Management ARES Stock Holding History

NBT Bank’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	–	Sell	-20	Closed	-$2.18K	–	1070
2026 Q1	$2.18K	Buy	+20	New	+$2.65K	﹤0.01%	802

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

NBT Bank's ARES Position: Q2 2026 in Review

NBT Bank sold out of Ares Management (ARES) in Q2 2026, closing a stake of 20 shares — an estimated $2.18K sold.

NBT Bank first reported a position in ARES in Q1 2026 and held it in 1 quarter. The position peaked at $2.18K in Q1 2026. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

NBT Bank reported no remaining Ares Management position as of Q2 2026 after selling out during the quarter.
NBT Bank sold 20 Ares Management shares in Q2 2026, an estimated $2.18K.
NBT Bank first reported a position in Ares Management in Q1 2026 and held it in 1 quarter.
NBT Bank's Ares Management position peaked at $2.18K in Q1 2026.
807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.