Steward Partners Investment Advisory’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 | $5.67M | Buy |
50,933
+1,239
| +2% | +$149K | 0.03% | 514 |
|
|
2026
Q1 | $5.42M | Buy |
49,694
+2,057
| +4% | +$273K | 0.03% | 491 |
|
|
2025
Q4 | $7.7M | Sell |
47,637
-2,474
| -5% | -$385K | 0.04% | 367 |
|
|
2025
Q3 | $8.01M | Sell |
50,111
-4,079
| -8% | -$736K | 0.05% | 345 |
|
|
2025
Q2 | $9.39M | Sell |
54,190
-536
| -1% | -$84.8K | 0.07% | 264 |
|
|
2025
Q1 | $8.02M | Buy |
54,726
+350
| +0.6% | +$60.5K | 0.07% | 285 |
|
|
2024
Q4 | $9.63M | Buy |
54,376
+860
| +2% | +$147K | 0.09% | 228 |
|
|
2024
Q3 | $8.34M | Buy |
53,516
+41,314
| +339% | +$5.99M | 0.08% | 255 |
|
|
2024
Q2 | $1.63M | Buy |
12,202
+4,063
| +50% | +$555K | 0.02% | 651 |
|
|
2024
Q1 | $1.08M | Buy |
8,139
+299
| +4% | +$38.2K | 0.01% | 760 |
|
|
2023
Q4 | $932K | Sell |
7,840
-115
| -1% | -$12.5K | 0.01% | 760 |
|
|
2023
Q3 | $818K | Buy |
7,955
+233
| +3% | +$23.6K | 0.01% | 747 |
|
|
2023
Q2 | $744K | Sell |
7,722
-353
| -4% | -$30.5K | 0.01% | 795 |
|
|
2023
Q1 | $674K | Buy |
8,075
+608
| +8% | +$48.3K | 0.01% | 816 |
|
|
2022
Q4 | $511K | Sell |
7,467
-619
| -8% | -$44.7K | 0.01% | 901 |
|
|
2022
Q3 | $501K | Sell |
8,086
-172
| -2% | -$12K | 0.01% | 855 |
|
|
2022
Q2 | $470K | Buy |
8,258
+478
| +6% | +$33.1K | 0.01% | 874 |
|
|
2022
Q1 | $632K | Buy |
7,780
+1,403
| +22% | +$108K | 0.01% | 838 |
|
|
2021
Q4 | $518K | Buy |
6,377
+554
| +10% | +$45.1K | 0.01% | 923 |
|
|
2021
Q3 | $430K | Buy |
5,823
+81
| +1% | +$5.83K | 0.01% | 957 |
|
|
2021
Q2 | $365K | Buy |
5,742
+816
| +17% | +$45.6K | 0.01% | 1075 |
|
|
2021
Q1 | $276K | Buy |
4,926
+986
| +25% | +$49.6K | ﹤0.01% | 1139 |
|
|
2020
Q4 | $185K | Buy |
3,940
+110
| +3% | +$4.98K | ﹤0.01% | 1103 |
|
|
2020
Q3 | $155K | Buy |
3,830
+1,551
| +68% | +$61.9K | ﹤0.01% | 1048 |
|
|
2020
Q2 | $90K | Buy |
2,279
+1,201
| +111% | +$42.4K | ﹤0.01% | 1194 |
|
|
2020
Q1 | $33K | Sell |
1,078
-6,013
| -85% | -$210K | ﹤0.01% | 1412 |
|
|
2019
Q4 | $253K | Buy |
7,091
+1
| +0% | +$31 | 0.01% | 816 |
|
|
2019
Q3 | $190K | Sell |
7,090
-123
| -2% | -$3.52K | 0.01% | 866 |
|
|
2019
Q2 | $188K | Buy |
+7,213
| New | +$183K | 0.01% | 837 |
|
|
2018
Q4 | – | Sell |
-6,795
| Closed | -$158K | – | 848 |
|
|
2018
Q3 | $158K | Buy |
6,795
+1,770
| +35% | +$38K | 0.01% | 788 |
|
|
2018
Q2 | $104K | Hold |
5,025
| – | – | 0.01% | 833 |
|
|
2018
Q1 | $107K | Buy |
+5,025
| New | +$114K | 0.01% | 757 |
|
Other funds holding ARES
SMFG
Steward Partners Investment Advisory's ARES Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its Ares Management (ARES) stake by 2.5% in Q2 2026, buying an estimated $149K and bringing the position to 50,933 shares worth $5.67M. The position accounts for 0.03% of the portfolio, ranked #514.
Steward Partners Investment Advisory first reported a position in ARES in Q1 2018 and has held it in 32 quarters since. The position peaked at $9.63M in Q4 2024. 809 funds tracked by Wall St. Rank hold ARES as of Q2 2026.
- Steward Partners Investment Advisory held 50,933 shares of Ares Management worth $5.67M as of Q2 2026.
- Steward Partners Investment Advisory bought 1,239 Ares Management shares in Q2 2026, an estimated $149K.
- Ares Management made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #514 holding.
- Steward Partners Investment Advisory first reported a position in Ares Management in Q1 2018 and has held it in 32 quarters since.
- Steward Partners Investment Advisory's Ares Management position peaked at $9.63M in Q4 2024.
- 809 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.