Prospera Financial Services’s Ares Management ARES Stock Holding History

Prospera Financial Services’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	$464K	Sell	4,166 -5,181	-55%	-$622K	0.01%	1078
2026 Q1	$1.02M	Sell	9,347 -1,033	-10%	-$137K	0.02%	705
2025 Q4	$1.68M	Buy	10,380 +417	+4%	+$65K	0.03%	523
2025 Q3	$1.59M	Buy	9,963 +5,439	+120%	+$981K	0.03%	537
2025 Q2	$784K	Sell	4,524 -172	-4%	-$27.2K	0.01%	740
2025 Q1	$689K	Sell	4,696 -366	-7%	-$63.2K	0.02%	673
2024 Q4	$897K	Buy	5,062 +30	+0.6%	+$5.12K	0.02%	578
2024 Q3	$784K	Sell	5,032 -25	-0.5%	-$3.63K	0.02%	575
2024 Q2	$674K	Sell	5,057 -79	-2%	-$10.8K	0.02%	608
2024 Q1	$684K	Buy	5,136 +15	+0.3%	+$1.92K	0.02%	606
2023 Q4	$609K	Buy	5,121 +184	+4%	+$20K	0.02%	597
2023 Q3	$508K	Buy	4,937 +49	+1%	+$4.96K	0.02%	610
2023 Q2	$471K	Buy	+4,888	New	+$423K	0.02%	637
2022 Q2	–	Sell	-60	Closed	-$5K	–	1657
2022 Q1	$5K	Buy	+60	New	+$4.61K	﹤0.01%	2245

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

Prospera Financial Services's ARES Position: Q2 2026 in Review

Prospera Financial Services reduced its Ares Management (ARES) stake by 55% in Q2 2026, selling an estimated $622K and leaving 4,166 shares worth $464K. The position accounts for 0.01% of the portfolio, ranked #1078.

Prospera Financial Services first reported a position in ARES in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.68M in Q4 2025. 802 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Prospera Financial Services held 4,166 shares of Ares Management worth $464K as of Q2 2026.
Prospera Financial Services sold 5,181 Ares Management shares in Q2 2026, an estimated $622K.
Ares Management made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1078 holding.
Prospera Financial Services first reported a position in Ares Management in Q1 2022 and has held it in 14 quarters since.
Prospera Financial Services's Ares Management position peaked at $1.68M in Q4 2025.
802 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.