Secure Asset Management
ARES icon

Secure Asset Management’s Ares Management ARES Stock Holding History

Secure Asset 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
Q3 		$174K Hold
1,500
– – 0.02% 325
2026
Q2 		$167K Buy
+1,500
New +$180K 0.02% 318

Other funds holding ARES

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group Tokyo, Japan $5.57B AUM 5.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Secure Asset Management's ARES Position: Q3 2026 in Review

Secure Asset Management increased its Ares Management (ARES) stake by 1% in Q3 2026, buying an estimated $21.9K and bringing the position to 16,815 shares worth $1.95M. The position accounts for 0.26% of the portfolio, ranked #95.

Secure Asset Management first reported a position in ARES in Q2 2024 and has held it in 9 quarters since. 679 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • Secure Asset Management held 16,815 shares of Ares Management worth $1.95M as of Q3 2026.
  • Secure Asset Management bought 168 Ares Management shares in Q3 2026, an estimated $21.9K.
  • Ares Management made up 0.26% of Secure Asset Management's portfolio in Q3 2026, its #95 holding.
  • Secure Asset Management first reported a position in Ares Management in Q2 2024 and has held it in 9 quarters since.
  • 679 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Secure Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.