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Summit Financial’s Ares Management ARES Stock Holding History

Summit Financial’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 		$588K Buy
5,284
+296
+6% +$35.5K 0.01% 1031
2026
Q1 		$544K Buy
4,988
+2,472
+98% +$328K 0.01% 967
2025
Q4 		$407K Buy
2,516
+60
+2% +$9.35K 0.01% 956
2025
Q3 		$393K Buy
+2,456
New +$443K 0.01% 965

Other funds holding ARES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Summit Financial's ARES Position: Q2 2026 in Review

Summit Financial increased its Ares Management (ARES) stake by 5.9% in Q2 2026, buying an estimated $35.5K and bringing the position to 5,284 shares worth $588K. The position accounts for 0.01% of the portfolio, ranked #1031.

Summit Financial first reported a position in ARES in Q3 2025 and has held it in 4 quarters since. 808 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Summit Financial held 5,284 shares of Ares Management worth $588K as of Q2 2026.
  • Summit Financial bought 296 Ares Management shares in Q2 2026, an estimated $35.5K.
  • Ares Management made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1031 holding.
  • Summit Financial first reported a position in Ares Management in Q3 2025 and has held it in 4 quarters since.
  • 808 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.