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SVB Wealth’s Ares Management ARES Stock Holding History

SVB Wealth’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 		$566K Sell
5,087
-508
-9% -$60.9K 0.04% 256
2026
Q1 		$610K Sell
5,595
-6,990
-56% -$927K 0.04% 249
2025
Q4 		$2.03M Sell
12,585
-5,425
-30% -$845K 0.12% 145
2025
Q3 		$2.88M Sell
18,010
-4,333
-19% -$782K 0.16% 121
2025
Q2 		$3.87M Sell
22,343
-8,990
-29% -$1.42M 0.21% 101
2025
Q1 		$4.59M Sell
31,333
-20,090
-39% -$3.47M 0.19% 65
2024
Q4 		$9.1M Buy
+51,423
New +$8.77M 0.17% 90
2024
Q3 		– Sell
-55,346
Closed -$7.38M – 58
2024
Q2 		$7.38M Buy
55,346
+4,589
+9% +$627K 0.18% 120
2024
Q1 		$6.75M Buy
+50,757
New +$6.48M 0.15% 143
2023
Q4 		– Sell
-4,058
Closed -$417K – 883
2023
Q3 		$417K Sell
4,058
-259
-6% -$26.2K 0.01% 506
2023
Q2 		$416K Sell
4,317
-890
-17% -$76.9K 0.01% 538
2023
Q1 		$434K Buy
5,207
+1,620
+45% +$129K 0.01% 582
2022
Q4 		$245K Sell
3,587
-65
-2% -$4.69K ﹤0.01% 831
2022
Q3 		$227K Sell
3,652
-1,193
-25% -$83.4K ﹤0.01% 803
2022
Q2 		$275K Buy
4,845
+20
+0.4% +$1.38K ﹤0.01% 595
2022
Q1 		$392K Buy
4,825
+23
+0.5% +$1.77K 0.01% 502
2021
Q4 		$390K Sell
4,802
-395
-8% -$32.1K 0.01% 503
2021
Q3 		$384K Buy
+5,197
New +$374K ﹤0.01% 684

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

SVB Wealth's ARES Position: Q2 2026 in Review

SVB Wealth reduced its Ares Management (ARES) stake by 9.1% in Q2 2026, selling an estimated $60.9K and leaving 5,087 shares worth $566K. The position accounts for 0.04% of the portfolio, ranked #256.

SVB Wealth first reported a position in ARES in Q3 2021 and has held it in 18 quarters since. The position peaked at $9.1M in Q4 2024. 802 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • SVB Wealth held 5,087 shares of Ares Management worth $566K as of Q2 2026.
  • SVB Wealth sold 508 Ares Management shares in Q2 2026, an estimated $60.9K.
  • Ares Management made up 0.04% of SVB Wealth's portfolio in Q2 2026, its #256 holding.
  • SVB Wealth first reported a position in Ares Management in Q3 2021 and has held it in 18 quarters since.
  • SVB Wealth's Ares Management position peaked at $9.1M in Q4 2024.
  • 802 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.