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Trillium Asset Management’s Ares Management ARES Stock Holding History

Trillium Asset Management’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 		$20.1M Buy
180,310
+956
+0.5% +$115K 0.62% 52
2026
Q1 		$19.6M Buy
179,354
+38,095
+27% +$5.05M 0.65% 49
2025
Q4 		$23.1M Buy
+141,259
New +$22M 0.71% 46

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

Trillium Asset Management's ARES Position: Q2 2026 in Review

Trillium Asset Management increased its Ares Management (ARES) stake by 0.53% in Q2 2026, buying an estimated $115K and bringing the position to 180,310 shares worth $20.1M. The position accounts for 0.62% of the portfolio, ranked #52.

Trillium Asset Management first reported a position in ARES in Q4 2025 and has held it in 3 quarters since. The position peaked at $23.1M in Q4 2025. 805 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Trillium Asset Management held 180,310 shares of Ares Management worth $20.1M as of Q2 2026.
  • Trillium Asset Management bought 956 Ares Management shares in Q2 2026, an estimated $115K.
  • Ares Management made up 0.62% of Trillium Asset Management's portfolio in Q2 2026, its #52 holding.
  • Trillium Asset Management first reported a position in Ares Management in Q4 2025 and has held it in 3 quarters since.
  • Trillium Asset Management's Ares Management position peaked at $23.1M in Q4 2025.
  • 805 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Trillium Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.