Stifel Financial’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 | $22.2M | Sell |
199,400
-6,156
| -3% | -$739K | 0.02% | 647 |
|
|
2026
Q1 | $22.4M | Buy |
205,556
+37,872
| +23% | +$5.02M | 0.02% | 590 |
|
|
2025
Q4 | $27.1M | Buy |
167,684
+16,391
| +11% | +$2.55M | 0.02% | 527 |
|
|
2025
Q3 | $24.2M | Sell |
151,293
-1,759
| -1% | -$317K | 0.02% | 557 |
|
|
2025
Q2 | $26.5M | Buy |
153,052
+5,823
| +4% | +$921K | 0.03% | 505 |
|
|
2025
Q1 | $21.6M | Sell |
147,229
-8,087
| -5% | -$1.4M | 0.02% | 534 |
|
|
2024
Q4 | $27.5M | Buy |
155,316
+3,316
| +2% | +$566K | 0.03% | 463 |
|
|
2024
Q3 | $23.7M | Buy |
152,000
+14,668
| +11% | +$2.13M | 0.02% | 515 |
|
|
2024
Q2 | $18.3M | Buy |
137,332
+11,258
| +9% | +$1.54M | 0.02% | 577 |
|
|
2024
Q1 | $16.8M | Buy |
126,074
+32,488
| +35% | +$4.15M | 0.02% | 617 |
|
|
2023
Q4 | $11.1M | Buy |
93,586
+33,283
| +55% | +$3.61M | 0.01% | 736 |
|
|
2023
Q3 | $6.2M | Sell |
60,303
-363
| -0.6% | -$36.7K | 0.01% | 929 |
|
|
2023
Q2 | $5.85M | Buy |
60,666
+13,296
| +28% | +$1.15M | 0.01% | 955 |
|
|
2023
Q1 | $3.95M | Buy |
47,370
+2,581
| +6% | +$205K | 0.01% | 1155 |
|
|
2022
Q4 | $3.07M | Sell |
44,789
-15,648
| -26% | -$1.13M | ﹤0.01% | 1246 |
|
|
2022
Q3 | $3.74M | Buy |
60,437
+14,605
| +32% | +$1.02M | 0.01% | 1090 |
|
|
2022
Q2 | $2.61M | Buy |
45,832
+2,801
| +7% | +$194K | ﹤0.01% | 1332 |
|
|
2022
Q1 | $3.5M | Sell |
43,031
-49,795
| -54% | -$3.82M | ﹤0.01% | 1247 |
|
|
2021
Q4 | $7.54M | Sell |
92,826
-5,414
| -6% | -$441K | 0.01% | 864 |
|
|
2021
Q3 | $7.25M | Buy |
98,240
+29,061
| +42% | +$2.09M | 0.01% | 849 |
|
|
2021
Q2 | $4.4M | Sell |
69,179
-18,664
| -21% | -$1.04M | 0.01% | 1091 |
|
|
2021
Q1 | $4.92M | Buy |
87,843
+27,699
| +46% | +$1.39M | 0.01% | 974 |
|
|
2020
Q4 | $2.83M | Sell |
60,144
-8,089
| -12% | -$366K | 0.01% | 1171 |
|
|
2020
Q3 | $2.76M | Buy |
68,233
+44,677
| +190% | +$1.78M | 0.01% | 1058 |
|
|
2020
Q2 | $935K | Sell |
23,556
-2,095
| -8% | -$74K | ﹤0.01% | 1607 |
|
|
2020
Q1 | $787K | Buy |
25,651
+22
| +0.1% | +$769 | ﹤0.01% | 1579 |
|
|
2019
Q4 | $912K | Buy |
25,629
+510
| +2% | +$15.8K | ﹤0.01% | 1898 |
|
|
2019
Q3 | $669K | Buy |
25,119
+10,182
| +68% | +$291K | ﹤0.01% | 1999 |
|
|
2019
Q2 | $389K | Sell |
14,937
-10,948
| -42% | -$278K | ﹤0.01% | 2336 |
|
|
2019
Q1 | $602K | Buy |
25,885
+4,722
| +22% | +$103K | ﹤0.01% | 1960 |
|
|
2018
Q4 | $376K | Buy |
21,163
+3,744
| +21% | +$78.5K | ﹤0.01% | 2110 |
|
|
2018
Q3 | $402K | Buy |
17,419
+7,542
| +76% | +$162K | ﹤0.01% | 2195 |
|
|
2018
Q2 | $202K | Buy |
+9,877
| New | +$214K | ﹤0.01% | 2543 |
|
|
2017
Q4 | – | Sell |
-14,850
| Closed | -$278K | – | 2652 |
|
|
2017
Q3 | $278K | Buy |
+14,850
| New | +$271K | ﹤0.01% | 2192 |
|
Other funds holding ARES
SMFG
Stifel Financial's ARES Position: Q2 2026 in Review
Stifel Financial reduced its Ares Management (ARES) stake by 3% in Q2 2026, selling an estimated $739K and leaving 199,400 shares worth $22.2M. The position accounts for 0.02% of the portfolio, ranked #647.
Stifel Financial first reported a position in ARES in Q3 2017 and has held it in 34 quarters since. The position peaked at $27.5M in Q4 2024. 805 funds tracked by Wall St. Rank hold ARES as of Q2 2026.
- Stifel Financial held 199,400 shares of Ares Management worth $22.2M as of Q2 2026.
- Stifel Financial sold 6,156 Ares Management shares in Q2 2026, an estimated $739K.
- Ares Management made up 0.02% of Stifel Financial's portfolio in Q2 2026, its #647 holding.
- Stifel Financial first reported a position in Ares Management in Q3 2017 and has held it in 34 quarters since.
- Stifel Financial's Ares Management position peaked at $27.5M in Q4 2024.
- 805 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.
Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.