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Transamerica Financial Advisors’s Ares Management ARES Stock Holding History

Transamerica Financial 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 		$5.12K Hold
46
– – ﹤0.01% 1116
2026
Q1 		$5.02K Buy
46
+33
+254% +$4.38K ﹤0.01% 1042
2025
Q4 		$2.12K Buy
13
+10
+333% +$1.56K ﹤0.01% 1120
2025
Q3 		$480 Buy
+3
New +$541 ﹤0.01% 1308

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

Transamerica Financial Advisors's ARES Position: Q2 2026 in Review

Transamerica Financial Advisors held its Ares Management (ARES) position steady in Q2 2026 at 46 shares worth $5.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

Transamerica Financial Advisors first reported a position in ARES in Q3 2025 and has held it in 4 quarters since. 805 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Transamerica Financial Advisors held 46 shares of Ares Management worth $5.12K as of Q2 2026.
  • Transamerica Financial Advisors left its Ares Management share count unchanged in Q2 2026.
  • Ares Management made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1116 holding.
  • Transamerica Financial Advisors first reported a position in Ares Management in Q3 2025 and has held it in 4 quarters since.
  • 805 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.