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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
2025
Q2 		– Sell
-11
Closed -$1.61K – 930
2025
Q1 		$1.61K Buy
+11
New +$1.9K ﹤0.01% 431

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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 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. 270 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.
  • 270 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.