Summit Securities Group’s Ares Management ARES Stock Holding History

Summit Securities Group’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	$1.66M	Buy	14,892 +14,858	+43,700%	+$1.78M	0.16%	77
2026 Q1	$3.71K	Sell	34 -271	-89%	-$36K	﹤0.01%	850
2025 Q4	$49.3K	Buy	+305	New	+$47.5K	0.01%	617
2023 Q4	–	Sell	-1	Closed	–	–	659
2023 Q3	$0	Buy	+1	New	+$101	﹤0.01%	566
2015 Q1	–	Sell	-297	Closed	-$5K	–	391
2014 Q4	$5K	Buy	+297	New	+$4.91K	﹤0.01%	500

Other funds holding ARES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Summit Securities Group's ARES Position: Q2 2026 in Review

Summit Securities Group increased its Ares Management (ARES) stake by 43,700% in Q2 2026, buying an estimated $1.78M and bringing the position to 14,892 shares worth $1.66M. The position accounts for 0.16% of the portfolio, ranked #77.

Summit Securities Group first reported a position in ARES in Q4 2014 and has held it in 5 quarters since. 802 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Summit Securities Group held 14,892 shares of Ares Management worth $1.66M as of Q2 2026.
Summit Securities Group bought 14,858 Ares Management shares in Q2 2026, an estimated $1.78M.
Ares Management made up 0.16% of Summit Securities Group's portfolio in Q2 2026, its #77 holding.
Summit Securities Group first reported a position in Ares Management in Q4 2014 and has held it in 5 quarters since.
802 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.