UMB Bank’s Ares Management ARES Stock Holding History

UMB Bank’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	$116K	Buy	1,039 +258	+33%	+$31K	﹤0.01%	976
2026 Q1	$85.2K	Buy	781 +745	+2,069%	+$98.8K	﹤0.01%	1040
2025 Q4	$5.82K	Buy	36 +15	+71%	+$2.34K	﹤0.01%	1985
2025 Q3	$3.36K	Buy	21 +8	+62%	+$1.44K	﹤0.01%	1969
2025 Q2	$2.25K	Sell	13 -591	-98%	-$93.5K	﹤0.01%	1986
2025 Q1	$88.6K	Buy	604 +4	+0.7%	+$691	﹤0.01%	814
2024 Q4	$106K	Sell	600 -50	-8%	-$8.53K	﹤0.01%	684
2024 Q3	$101K	Hold	650	–	–	﹤0.01%	701
2024 Q2	$86.6K	Hold	650	–	–	﹤0.01%	723
2024 Q1	$86.4K	Hold	650	–	–	﹤0.01%	740
2023 Q4	$77.3K	Hold	650	–	–	﹤0.01%	749
2023 Q3	$66.9K	Hold	650	–	–	﹤0.01%	766
2023 Q2	$62.6K	Hold	650	–	–	﹤0.01%	800
2023 Q1	$54.2K	Hold	650	–	–	﹤0.01%	817
2022 Q4	$44K	Hold	650	–	–	﹤0.01%	877
2022 Q3	$40K	Sell	650 -84	-11%	-$5.87K	﹤0.01%	924
2022 Q2	$42K	Sell	734 -175	-19%	-$12.1K	﹤0.01%	958
2022 Q1	$74K	Hold	909	–	–	﹤0.01%	847
2021 Q4	$74K	Buy	+909	New	+$74K	﹤0.01%	874

Other funds holding ARES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

UMB Bank's ARES Position: Q2 2026 in Review

UMB Bank increased its Ares Management (ARES) stake by 33% in Q2 2026, buying an estimated $31K and bringing the position to 1,039 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #976.

UMB Bank first reported a position in ARES in Q4 2021 and has held it in 19 quarters since. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

UMB Bank held 1,039 shares of Ares Management worth $116K as of Q2 2026.
UMB Bank bought 258 Ares Management shares in Q2 2026, an estimated $31K.
Ares Management made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #976 holding.
UMB Bank first reported a position in Ares Management in Q4 2021 and has held it in 19 quarters since.
807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.