San Luis Wealth Advisors’s Ares Management ARES Stock Holding History

San Luis Wealth 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	$975K	Buy	+8,761	New	+$1.05M	0.15%	104

Other funds holding ARES

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

San Luis Wealth Advisors's ARES Position: Q2 2026 in Review

San Luis Wealth Advisors opened a new position in Ares Management (ARES) in Q2 2026: 8,761 shares worth $975K. The stake represents 0.15% of the portfolio and ranks #104 among its holdings.

96 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

San Luis Wealth Advisors held 8,761 shares of Ares Management worth $975K as of Q2 2026.
Ares Management was a new San Luis Wealth Advisors position in Q2 2026.
Ares Management made up 0.15% of San Luis Wealth Advisors's portfolio in Q2 2026, its #104 holding.
96 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.