Private Wealth Management Group’s Ares Management ARES Stock Holding History

Private Wealth Management 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	$780	Hold	7	–	–	﹤0.01%	1342
2026 Q1	$764	Hold	7	–	–	﹤0.01%	1296
2025 Q4	$1.13K	Hold	7	–	–	﹤0.01%	1240
2025 Q3	$1.12K	Hold	7	–	–	﹤0.01%	1257
2025 Q2	$1.21K	Hold	7	–	–	﹤0.01%	1214
2025 Q1	$1.03K	Hold	7	–	–	﹤0.01%	1259
2024 Q4	$1.24K	Hold	7	–	–	﹤0.01%	1235
2024 Q3	$1.09K	Hold	7	–	–	﹤0.01%	1257
2024 Q2	$933	Hold	7	–	–	﹤0.01%	1305
2024 Q1	$931	Hold	7	–	–	﹤0.01%	1285
2023 Q4	$833	Buy	+7	New	+$760	﹤0.01%	1343

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

Private Wealth Management Group held its Ares Management (ARES) position steady in Q2 2026 at 7 shares worth $780. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

Private Wealth Management Group first reported a position in ARES in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.24K in Q4 2024. 800 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Private Wealth Management Group held 7 shares of Ares Management worth $780 as of Q2 2026.
Private Wealth Management Group left its Ares Management share count unchanged in Q2 2026.
Ares Management made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1342 holding.
Private Wealth Management Group first reported a position in Ares Management in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Ares Management position peaked at $1.24K in Q4 2024.
800 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

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