Raymond James Financial’s Ares Management ARES Stock Holding History

Raymond James Financial’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	$137M	Sell	1,232,562 -113,937	-8%	-$13.7M	0.04%	435
2026 Q1	$146M	Sell	1,346,499 -352,848	-21%	-$46.8M	0.04%	377
2025 Q4	$276M	Sell	1,699,347 -117,286	-6%	-$18.3M	0.09%	205
2025 Q3	$290M	Sell	1,816,633 -54,298	-3%	-$9.79M	0.09%	198
2025 Q2	$324M	Sell	1,870,931 -31,672	-2%	-$5.01M	0.11%	162
2025 Q1	$279M	Buy	1,902,603 +5,424	+0.3%	+$937K	0.11%	179
2024 Q4	$336M	Buy	+1,897,179	New	+$324M	0.12%	139

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 $3.38T AUM 44.17% 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

Raymond James Financial's ARES Position: Q2 2026 in Review

Raymond James Financial reduced its Ares Management (ARES) stake by 8.5% in Q2 2026, selling an estimated $13.7M and leaving 1,232,562 shares worth $137M. The position accounts for 0.04% of the portfolio, ranked #435.

Raymond James Financial first reported a position in ARES in Q4 2024 and has held it in 7 quarters since. The position peaked at $336M in Q4 2024. 809 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Raymond James Financial held 1,232,562 shares of Ares Management worth $137M as of Q2 2026.
Raymond James Financial sold 113,937 Ares Management shares in Q2 2026, an estimated $13.7M.
Ares Management made up 0.04% of Raymond James Financial's portfolio in Q2 2026, its #435 holding.
Raymond James Financial first reported a position in Ares Management in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Ares Management position peaked at $336M in Q4 2024.
809 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.