Pension & Wealth Management Advisors’s Ares Management ARES Stock Holding History

Pension & Wealth Management 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	$556K	Buy	4,991 +368	+8%	+$44.1K	0.15%	93
2026 Q1	$504K	Buy	4,623 +2,984	+182%	+$396K	0.15%	98
2025 Q4	$265K	Buy	1,639 +213	+15%	+$33.2K	0.08%	150
2025 Q3	$228K	Hold	1,426	–	–	0.07%	143
2025 Q2	$247K	Hold	1,426	–	–	0.08%	125
2025 Q1	$209K	Buy	1,426 +66	+5%	+$11.4K	0.08%	135
2024 Q4	$241K	Buy	1,360 +19	+1%	+$3.24K	0.1%	121
2024 Q3	$209K	Buy	1,341 +6	+0.4%	+$871	0.11%	92
2024 Q2	$178K	Buy	1,335 +13	+1%	+$1.77K	0.1%	102
2024 Q1	$176K	Hold	1,322	–	–	0.12%	101
2023 Q4	$157K	Buy	+1,322	New	+$144K	0.1%	112

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pension & Wealth Management Advisors's ARES Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Ares Management (ARES) stake by 8% in Q2 2026, buying an estimated $44.1K and bringing the position to 4,991 shares worth $556K. The position accounts for 0.15% of the portfolio, ranked #93.

Pension & Wealth Management Advisors first reported a position in ARES in Q4 2023 and has held it in 11 quarters since. 754 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Pension & Wealth Management Advisors held 4,991 shares of Ares Management worth $556K as of Q2 2026.
Pension & Wealth Management Advisors bought 368 Ares Management shares in Q2 2026, an estimated $44.1K.
Ares Management made up 0.15% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #93 holding.
Pension & Wealth Management Advisors first reported a position in Ares Management in Q4 2023 and has held it in 11 quarters since.
754 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.