Private Advisor Group’s Ares Management ARES Stock Holding History

Private Advisor 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	$219K	Buy	+1,967	New	+$236K	﹤0.01%	2308
2026 Q1	–	Sell	-3,510	Closed	-$567K	–	2716
2025 Q4	$567K	Sell	3,510 -252	-7%	-$39.3K	﹤0.01%	1743
2025 Q3	$602K	Buy	3,762 +276	+8%	+$49.8K	﹤0.01%	1676
2025 Q2	$604K	Sell	3,486 -147	-4%	-$23.2K	﹤0.01%	1590
2025 Q1	$533K	Sell	3,633 -372	-9%	-$64.3K	﹤0.01%	1568
2024 Q4	$709K	Sell	4,005 -274	-6%	-$46.8K	﹤0.01%	1404
2024 Q3	$667K	Buy	4,279 +108	+3%	+$15.7K	﹤0.01%	1461
2024 Q2	$556K	Buy	4,171 +1,553	+59%	+$212K	﹤0.01%	1505
2024 Q1	$348K	Buy	2,618 +170	+7%	+$21.7K	﹤0.01%	1746
2023 Q4	$291K	Buy	+2,448	New	+$266K	﹤0.01%	1801
2020 Q3	–	Sell	-1,100	Closed	-$44K	–	1668
2020 Q2	$44K	Buy	+1,100	New	+$38.9K	﹤0.01%	2166

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

Private Advisor Group's ARES Position: Q2 2026 in Review

Private Advisor Group opened a new position in Ares Management (ARES) in Q2 2026: 1,967 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #2308 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in ARES as recently as Q4 2025.

Private Advisor Group first reported a position in ARES in Q2 2020 and has held it in 11 quarters since. The position peaked at $709K in Q4 2024. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Private Advisor Group held 1,967 shares of Ares Management worth $219K as of Q2 2026.
Ares Management was a new Private Advisor Group position in Q2 2026.
Ares Management made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #2308 holding.
Private Advisor Group first reported a position in Ares Management in Q2 2020 and has held it in 11 quarters since.
Private Advisor Group's Ares Management position peaked at $709K in Q4 2024.
807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.