Rational Advisors’s Ares Management ARES Stock Holding History

Rational Advisors’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	$13.5K	Buy	121 +11	+10%	+$1.32K	﹤0.01%	179
2026 Q1	$12K	Hold	110	–	–	﹤0.01%	162
2025 Q4	$17.8K	Buy	110 +11	+11%	+$1.71K	﹤0.01%	161
2025 Q3	$15.8K	Buy	99 +27	+38%	+$4.87K	﹤0.01%	170
2025 Q2	$12.5K	Buy	+72	New	+$11.4K	﹤0.01%	174
2020 Q3	–	Sell	-8,374	Closed	-$332K	–	591
2020 Q2	$332K	Buy	+8,374	New	+$296K	0.17%	131

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

Rational Advisors's ARES Position: Q2 2026 in Review

Rational Advisors increased its Ares Management (ARES) stake by 10% in Q2 2026, buying an estimated $1.32K and bringing the position to 121 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #179.

Rational Advisors first reported a position in ARES in Q2 2020 and has held it in 6 quarters since. The position peaked at $332K in Q2 2020. 800 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Rational Advisors held 121 shares of Ares Management worth $13.5K as of Q2 2026.
Rational Advisors bought 11 Ares Management shares in Q2 2026, an estimated $1.32K.
Ares Management made up ﹤0.01% of Rational Advisors's portfolio in Q2 2026, its #179 holding.
Rational Advisors first reported a position in Ares Management in Q2 2020 and has held it in 6 quarters since.
Rational Advisors's Ares Management position peaked at $332K in Q2 2020.
800 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.