Stephens Inc’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.07M | Buy |
81,513
+27,298
| +50% | +$3.27M | 0.1% | 198 |
|
|
2026
Q1 | $5.91M | Sell |
54,215
-998
| -2% | -$132K | 0.07% | 260 |
|
|
2025
Q4 | $8.92M | Sell |
55,213
-5,545
| -9% | -$864K | 0.11% | 182 |
|
|
2025
Q3 | $9.71M | Buy |
60,758
+1,345
| +2% | +$243K | 0.12% | 172 |
|
|
2025
Q2 | $10.3M | Buy |
59,413
+2,256
| +4% | +$357K | 0.14% | 158 |
|
|
2025
Q1 | $8.38M | Buy |
57,157
+1,850
| +3% | +$320K | 0.12% | 179 |
|
|
2024
Q4 | $9.79M | Sell |
55,307
-379
| -0.7% | -$64.7K | 0.14% | 156 |
|
|
2024
Q3 | $8.68M | Buy |
55,686
+1,893
| +4% | +$275K | 0.12% | 177 |
|
|
2024
Q2 | $7.17M | Sell |
53,793
-16,212
| -23% | -$2.21M | 0.11% | 201 |
|
|
2024
Q1 | $9.31M | Buy |
70,005
+877
| +1% | +$112K | 0.14% | 168 |
|
|
2023
Q4 | $8.22M | Buy |
69,128
+3,951
| +6% | +$429K | 0.14% | 171 |
|
|
2023
Q3 | $6.7M | Buy |
65,177
+18,970
| +41% | +$1.92M | 0.13% | 186 |
|
|
2023
Q2 | $4.45M | Buy |
46,207
+1,890
| +4% | +$163K | 0.08% | 242 |
|
|
2023
Q1 | $3.7M | Sell |
44,317
-3,059
| -6% | -$243K | 0.07% | 269 |
|
|
2022
Q4 | $3.24M | Sell |
47,376
-4,783
| -9% | -$345K | 0.07% | 285 |
|
|
2022
Q3 | $3.23M | Buy |
52,159
+916
| +2% | +$64K | 0.07% | 282 |
|
|
2022
Q2 | $2.91M | Sell |
51,243
-4,022
| -7% | -$278K | 0.06% | 313 |
|
|
2022
Q1 | $4.49M | Buy |
55,265
+6,308
| +13% | +$484K | 0.07% | 285 |
|
|
2021
Q4 | $3.98M | Buy |
48,957
+20,957
| +75% | +$1.71M | 0.06% | 315 |
|
|
2021
Q3 | $2.07M | Sell |
28,000
-275
| -1% | -$19.8K | 0.03% | 457 |
|
|
2021
Q2 | $1.8M | Buy |
28,275
+700
| +3% | +$39.1K | 0.03% | 502 |
|
|
2021
Q1 | $1.54M | Sell |
27,575
-150
| -0.5% | -$7.54K | 0.03% | 508 |
|
|
2020
Q4 | $1.3M | Buy |
27,725
+1,500
| +6% | +$67.9K | 0.02% | 532 |
|
|
2020
Q3 | $1.06M | Buy |
26,225
+6,810
| +35% | +$272K | 0.02% | 534 |
|
|
2020
Q2 | $771K | Sell |
19,415
-8,500
| -30% | -$300K | 0.02% | 591 |
|
|
2020
Q1 | $863K | Buy |
27,915
+500
| +2% | +$17.5K | 0.02% | 507 |
|
|
2019
Q4 | $978K | Buy |
27,415
+1,915
| +8% | +$59.5K | 0.02% | 565 |
|
|
2019
Q3 | $684K | Buy |
25,500
+375
| +1% | +$10.7K | 0.02% | 666 |
|
|
2019
Q2 | $658K | Buy |
25,125
+1,500
| +6% | +$38.1K | 0.01% | 686 |
|
|
2019
Q1 | $548K | Hold |
23,625
| – | – | 0.01% | 732 |
|
|
2018
Q4 | $420K | Buy |
+23,625
| New | +$495K | 0.01% | 746 |
|
Other funds holding ARES
SMFG
Stephens Inc's ARES Position: Q2 2026 in Review
Stephens Inc increased its Ares Management (ARES) stake by 50% in Q2 2026, buying an estimated $3.27M and bringing the position to 81,513 shares worth $9.07M. The position accounts for 0.1% of the portfolio, ranked #198.
Stephens Inc first reported a position in ARES in Q4 2018 and has held it in 31 quarters since. The position peaked at $10.3M in Q2 2025. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.
- Stephens Inc held 81,513 shares of Ares Management worth $9.07M as of Q2 2026.
- Stephens Inc bought 27,298 Ares Management shares in Q2 2026, an estimated $3.27M.
- Ares Management made up 0.1% of Stephens Inc's portfolio in Q2 2026, its #198 holding.
- Stephens Inc first reported a position in Ares Management in Q4 2018 and has held it in 31 quarters since.
- Stephens Inc's Ares Management position peaked at $10.3M in Q2 2025.
- 807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.
Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.