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New Age Alpha Advisors’s Ares Management ARES Stock Holding History

New Age Alpha Advisors’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 		$1.43M Sell
12,852
-5,723
-31% -$687K 0.06% 376
2026
Q1 		$2.03M Sell
18,575
-385
-2% -$51.1K 0.09% 301
2025
Q4 		$3.06M Buy
+18,960
New +$2.95M 0.13% 232

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

New Age Alpha Advisors's ARES Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Ares Management (ARES) stake by 31% in Q2 2026, selling an estimated $687K and leaving 12,852 shares worth $1.43M. The position accounts for 0.06% of the portfolio, ranked #376.

New Age Alpha Advisors first reported a position in ARES in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.06M in Q4 2025. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • New Age Alpha Advisors held 12,852 shares of Ares Management worth $1.43M as of Q2 2026.
  • New Age Alpha Advisors sold 5,723 Ares Management shares in Q2 2026, an estimated $687K.
  • Ares Management made up 0.06% of New Age Alpha Advisors's portfolio in Q2 2026, its #376 holding.
  • New Age Alpha Advisors first reported a position in Ares Management in Q4 2025 and has held it in 3 quarters since.
  • New Age Alpha Advisors's Ares Management position peaked at $3.06M in Q4 2025.
  • 807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.