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Summit Trail Advisors’s Ares Management ARES Stock Holding History

Summit Trail Advisors’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 		$885K Buy
7,947
+1,036
+15% +$124K 0.01% 1038
2026
Q1 		$754K Buy
6,911
+3,809
+123% +$505K 0.01% 1031
2025
Q4 		$501K Sell
3,102
-982
-24% -$153K 0.01% 1072
2025
Q3 		$653K Buy
4,084
+1,945
+91% +$351K 0.01% 1001
2025
Q2 		$370K Sell
2,139
-431
-17% -$68.2K 0.01% 839
2025
Q1 		$377K Buy
2,570
+1,297
+102% +$224K 0.01% 285
2024
Q4 		$225K Buy
+1,273
New +$217K 0.01% 336

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 Trail Advisors's ARES Position: Q2 2026 in Review

Summit Trail Advisors increased its Ares Management (ARES) stake by 15% in Q2 2026, buying an estimated $124K and bringing the position to 7,947 shares worth $885K. The position accounts for 0.01% of the portfolio, ranked #1038.

Summit Trail Advisors first reported a position in ARES in Q4 2024 and has held it in 7 quarters since. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Summit Trail Advisors held 7,947 shares of Ares Management worth $885K as of Q2 2026.
  • Summit Trail Advisors bought 1,036 Ares Management shares in Q2 2026, an estimated $124K.
  • Ares Management made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1038 holding.
  • Summit Trail Advisors first reported a position in Ares Management in Q4 2024 and has held it in 7 quarters since.
  • 807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.