Operose Advisors’s Ares Management ARES Stock Holding History

Operose 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	$111K	Hold	1,000	–	–	0.02%	228
2026 Q1	$109K	Buy	+1,000	New	+$133K	0.03%	209

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

Operose Advisors's ARES Position: Q2 2026 in Review

Operose Advisors held its Ares Management (ARES) position steady in Q2 2026 at 1,000 shares worth $111K. The position accounts for 0.02% of the portfolio, ranked #228.

Operose Advisors first reported a position in ARES in Q1 2026 and has held it in 2 quarters since. 800 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Operose Advisors held 1,000 shares of Ares Management worth $111K as of Q2 2026.
Operose Advisors left its Ares Management share count unchanged in Q2 2026.
Ares Management made up 0.02% of Operose Advisors's portfolio in Q2 2026, its #228 holding.
Operose Advisors first reported a position in Ares Management in Q1 2026 and has held it in 2 quarters since.
800 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.