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Sound Income Strategies’s Ares Management ARES Stock Holding History

Sound Income Strategies’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 		– Sell
-781
Closed -$82.7K – 588
2026
Q1 		$82.7K Buy
781
+724
+1,270% +$96.1K ﹤0.01% 668
2025
Q4 		$9.67K Hold
57
– – ﹤0.01% 1484
2025
Q3 		$8.39K Buy
57
+34
+148% +$6.13K ﹤0.01% 1053
2025
Q2 		$3.98K Hold
23
– – ﹤0.01% 1140
2025
Q1 		$3.37K Buy
23
+18
+360% +$3.11K ﹤0.01% 1143
2024
Q4 		$885 Hold
5
– – ﹤0.01% 1293
2024
Q3 		$779 Sell
5
-112
-96% -$16.3K ﹤0.01% 1275
2024
Q2 		$15.6K Hold
117
– – ﹤0.01% 683
2024
Q1 		$15.6K Hold
117
– – ﹤0.01% 643
2023
Q4 		$13.9K Hold
117
– – ﹤0.01% 666
2023
Q3 		$12K Hold
117
– – ﹤0.01% 539
2023
Q2 		$11.3K Hold
117
– – ﹤0.01% 553
2023
Q1 		$9.76K Buy
+117
New +$9.3K ﹤0.01% 560

Other funds holding ARES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sound Income Strategies's ARES Position: Q2 2026 in Review

Sound Income Strategies sold out of Ares Management (ARES) in Q2 2026, closing a stake of 781 shares — an estimated $82.7K sold.

Sound Income Strategies first reported a position in ARES in Q1 2023 and held it in 13 quarters. The position peaked at $82.7K in Q1 2026. 629 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Sound Income Strategies reported no remaining Ares Management position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 781 Ares Management shares in Q2 2026, an estimated $82.7K.
  • Sound Income Strategies first reported a position in Ares Management in Q1 2023 and held it in 13 quarters.
  • Sound Income Strategies's Ares Management position peaked at $82.7K in Q1 2026.
  • 629 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.