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Valeo Financial Advisors’s Ares Management ARES Stock Holding History

Valeo 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 		$1.54M Buy
13,800
+857
+7% +$103K 0.03% 230
2026
Q1 		$1.41M Sell
12,943
-267
-2% -$35.4K 0.03% 212
2025
Q4 		$2.14M Sell
13,210
-181
-1% -$28.2K 0.05% 166
2025
Q3 		$2.14M Sell
13,391
-12
-0.1% -$2.17K 0.05% 160
2025
Q2 		$2.32M Buy
13,403
+103
+0.8% +$16.3K 0.06% 154
2025
Q1 		$1.95M Buy
13,300
+65
+0.5% +$11.2K 0.05% 161
2024
Q4 		$2.34M Buy
13,235
+45
+0.3% +$7.68K 0.07% 132
2024
Q3 		$2.06M Buy
13,190
+23
+0.2% +$3.34K 0.06% 153
2024
Q2 		$1.75M Buy
13,167
+13
+0.1% +$1.77K 0.05% 164
2024
Q1 		$1.79M Buy
13,154
+3
+0% +$383 0.06% 159
2023
Q4 		$1.56M Buy
13,151
+31
+0.2% +$3.37K 0.06% 164
2023
Q3 		$1.35M Buy
13,120
+3
+0% +$303 0.06% 165
2023
Q2 		$1.26M Sell
13,117
-4,008
-23% -$346K 0.06% 175
2023
Q1 		$1.43M Buy
17,125
+231
+1% +$18.4K 0.07% 167
2022
Q4 		$1.16M Buy
16,894
+465
+3% +$33.5K 0.06% 170
2022
Q3 		$1.02M Buy
16,429
+30
+0.2% +$2.1K 0.06% 159
2022
Q2 		$932K Sell
16,399
-232
-1% -$16K 0.06% 171
2022
Q1 		$1.35M Buy
16,631
+377
+2% +$29K 0.07% 167
2021
Q4 		$1.32M Sell
16,254
-365
-2% -$29.7K 0.07% 152
2021
Q3 		$1.23M Buy
16,619
+12,050
+264% +$868K 0.07% 158
2021
Q2 		$291K Hold
4,569
– – 0.02% 362
2021
Q1 		$256K Hold
4,569
– – 0.01% 385
2020
Q4 		$215K Hold
4,569
– – 0.01% 403
2020
Q3 		$185K Hold
4,569
– – 0.02% 345
2020
Q2 		$181K Buy
+4,569
New +$161K 0.02% 341

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

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

Valeo Financial Advisors increased its Ares Management (ARES) stake by 6.6% in Q2 2026, buying an estimated $103K and bringing the position to 13,800 shares worth $1.54M. The position accounts for 0.03% of the portfolio, ranked #230.

Valeo Financial Advisors first reported a position in ARES in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.34M in Q4 2024. 802 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Valeo Financial Advisors held 13,800 shares of Ares Management worth $1.54M as of Q2 2026.
  • Valeo Financial Advisors bought 857 Ares Management shares in Q2 2026, an estimated $103K.
  • Ares Management made up 0.03% of Valeo Financial Advisors's portfolio in Q2 2026, its #230 holding.
  • Valeo Financial Advisors first reported a position in Ares Management in Q2 2020 and has held it in 25 quarters since.
  • Valeo Financial Advisors's Ares Management position peaked at $2.34M in Q4 2024.
  • 802 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.