Sequoia Financial Advisors’s Ares Management ARES Stock Holding History

Sequoia Financial 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	$634K	Sell	5,698 -1,937	-25%	-$232K	﹤0.01%	1184
2026 Q1	$833K	Buy	7,635 +1,464	+24%	+$194K	﹤0.01%	983
2025 Q4	$997K	Buy	6,171 +2,233	+57%	+$348K	0.01%	885
2025 Q3	$630K	Buy	3,938 +391	+11%	+$70.5K	﹤0.01%	1015
2025 Q2	$614K	Buy	3,547 +435	+14%	+$68.8K	﹤0.01%	903
2025 Q1	$456K	Buy	3,112 +127	+4%	+$21.9K	﹤0.01%	889
2024 Q4	$529K	Buy	2,985 +425	+17%	+$72.5K	0.01%	780
2024 Q3	$399K	Buy	2,560 +95	+4%	+$13.8K	﹤0.01%	840
2024 Q2	$329K	Buy	2,465 +169	+7%	+$23.1K	﹤0.01%	849
2024 Q1	$305K	Buy	2,296 +64	+3%	+$8.18K	﹤0.01%	853
2023 Q4	$265K	Sell	2,232 -14	-0.6%	-$1.52K	﹤0.01%	980
2023 Q3	$231K	Buy	+2,246	New	+$227K	﹤0.01%	798

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

Sequoia Financial Advisors's ARES Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Ares Management (ARES) stake by 25% in Q2 2026, selling an estimated $232K and leaving 5,698 shares worth $634K. The position accounts for ﹤0.01% of the portfolio, ranked #1184.

Sequoia Financial Advisors first reported a position in ARES in Q3 2023 and has held it in 12 quarters since. The position peaked at $997K in Q4 2025. 802 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Sequoia Financial Advisors held 5,698 shares of Ares Management worth $634K as of Q2 2026.
Sequoia Financial Advisors sold 1,937 Ares Management shares in Q2 2026, an estimated $232K.
Ares Management made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1184 holding.
Sequoia Financial Advisors first reported a position in Ares Management in Q3 2023 and has held it in 12 quarters since.
Sequoia Financial Advisors's Ares Management position peaked at $997K in Q4 2025.
802 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.