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Portside Wealth Group’s Ares Management ARES Stock Holding History

Portside Wealth Group’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 		$688K Buy
6,184
+1,291
+26% +$155K 0.08% 240
2026
Q1 		$534K Sell
4,893
-821
-14% -$109K 0.07% 247
2025
Q4 		$924K Sell
5,714
-1,806
-24% -$281K 0.12% 180
2025
Q3 		$1.2M Buy
7,520
+15
+0.2% +$2.71K 0.17% 141
2025
Q2 		$1.3M Sell
7,505
-315
-4% -$49.8K 0.19% 118
2025
Q1 		$1.15M Buy
7,820
+476
+6% +$82.2K 0.19% 121
2024
Q4 		$1.3M Buy
7,344
+26
+0.4% +$4.44K 0.22% 103
2024
Q3 		$1.14M Sell
7,318
-108
-1% -$15.7K 0.19% 120
2024
Q2 		$990K Buy
7,426
+57
+0.8% +$7.78K 0.19% 123
2024
Q1 		$980K Sell
7,369
-1,780
-19% -$227K 0.18% 130
2023
Q4 		$1.09M Sell
9,149
-644
-7% -$69.9K 0.2% 120
2023
Q3 		$1.01M Sell
9,793
-28
-0.3% -$2.83K 0.19% 116
2023
Q2 		$946K Buy
+9,821
New +$849K 0.18% 132

Other funds holding ARES

LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Portside Wealth Group's ARES Position: Q2 2026 in Review

Portside Wealth Group increased its Ares Management (ARES) stake by 26% in Q2 2026, buying an estimated $155K and bringing the position to 6,184 shares worth $688K. The position accounts for 0.08% of the portfolio, ranked #240.

Portside Wealth Group first reported a position in ARES in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.3M in Q4 2024. 96 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Portside Wealth Group held 6,184 shares of Ares Management worth $688K as of Q2 2026.
  • Portside Wealth Group bought 1,291 Ares Management shares in Q2 2026, an estimated $155K.
  • Ares Management made up 0.08% of Portside Wealth Group's portfolio in Q2 2026, its #240 holding.
  • Portside Wealth Group first reported a position in Ares Management in Q2 2023 and has held it in 13 quarters since.
  • Portside Wealth Group's Ares Management position peaked at $1.3M in Q4 2024.
  • 96 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.