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Quaker Wealth Management’s Ares Management ARES Stock Holding History

Quaker Wealth Management’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 		$891 Buy
8
+1
+14% +$120 ﹤0.01% 599
2026
Q1 		$764 Buy
7
+4
+133% +$531 ﹤0.01% 596
2025
Q4 		$485 Buy
3
+2
+200% +$312 ﹤0.01% 698
2025
Q3 		$160 Hold
1
– – ﹤0.01% 798
2025
Q2 		$174 Buy
+1
New +$158 ﹤0.01% 814

Other funds holding ARES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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

Quaker Wealth Management increased its Ares Management (ARES) stake by 14% in Q2 2026, buying an estimated $120 and bringing the position to 8 shares worth $891. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Quaker Wealth Management first reported a position in ARES in Q2 2025 and has held it in 5 quarters since. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Quaker Wealth Management held 8 shares of Ares Management worth $891 as of Q2 2026.
  • Quaker Wealth Management bought 1 Ares Management share in Q2 2026, an estimated $120.
  • Ares Management made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #599 holding.
  • Quaker Wealth Management first reported a position in Ares Management in Q2 2025 and has held it in 5 quarters since.
  • 807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.