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TrueMark Investments’s Ares Management ARES Stock Holding History

TrueMark Investments’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 		– Sell
-1,861
Closed -$203K – 189
2026
Q1 		$203K Sell
1,861
-1,143
-38% -$152K 0.04% 125
2025
Q4 		$486K Buy
+3,004
New +$468K 0.09% 147
2024
Q4 		– Sell
-4,467
Closed -$696K – 183
2024
Q3 		$696K Sell
4,467
-3,142
-41% -$456K 0.22% 102
2024
Q2 		$1.01M Buy
+7,609
New +$1.04M 0.35% 96

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

TrueMark Investments's ARES Position: Q2 2026 in Review

TrueMark Investments sold out of Ares Management (ARES) in Q2 2026, closing a stake of 1,861 shares — an estimated $203K sold.

TrueMark Investments first reported a position in ARES in Q2 2024 and held it in 4 quarters. The position peaked at $1.01M in Q2 2024. 800 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • TrueMark Investments reported no remaining Ares Management position as of Q2 2026 after selling out during the quarter.
  • TrueMark Investments sold 1,861 Ares Management shares in Q2 2026, an estimated $203K.
  • TrueMark Investments first reported a position in Ares Management in Q2 2024 and held it in 4 quarters.
  • TrueMark Investments's Ares Management position peaked at $1.01M in Q2 2024.
  • 800 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on TrueMark Investments's 13F filing for Q2 2026, filed 22 Jul 2026.