Valley National Advisers’s Ares Management ARES Stock Holding History

Valley National Advisers’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	$18.6K	Sell	167 -3	-2%	-$360	﹤0.01%	532
2026 Q1	$18K	Buy	170 +23	+16%	+$3.05K	﹤0.01%	513
2025 Q4	$23K	Hold	147	–	–	﹤0.01%	486
2025 Q3	$23K	Hold	147	–	–	﹤0.01%	458
2025 Q2	$25K	Buy	147 +22	+18%	+$3.48K	﹤0.01%	460
2025 Q1	$18K	Buy	125 +59	+89%	+$10.2K	﹤0.01%	495
2024 Q4	$11K	Buy	+66	New	+$11.3K	﹤0.01%	519
2024 Q3	–	Sell	-56	Closed	-$7K	–	761
2024 Q2	$7K	Buy	56 +6	+12%	+$819	﹤0.01%	686
2024 Q1	$6K	Buy	50 +5	+11%	+$639	﹤0.01%	732
2023 Q4	$5K	Buy	45 +15	+50%	+$1.63K	﹤0.01%	771
2023 Q3	$3K	Buy	+30	New	+$3.03K	﹤0.01%	750
2022 Q2	–	Sell	-800	Closed	-$65K	–	890
2022 Q1	$65K	Buy	+800	New	+$61.4K	0.01%	334

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

Valley National Advisers's ARES Position: Q2 2026 in Review

Valley National Advisers reduced its Ares Management (ARES) stake by 1.8% in Q2 2026, selling an estimated $360 and leaving 167 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Valley National Advisers first reported a position in ARES in Q1 2022 and has held it in 12 quarters since. The position peaked at $65K in Q1 2022. 800 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Valley National Advisers held 167 shares of Ares Management worth $18.6K as of Q2 2026.
Valley National Advisers sold 3 Ares Management shares in Q2 2026, an estimated $360.
Ares Management made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #532 holding.
Valley National Advisers first reported a position in Ares Management in Q1 2022 and has held it in 12 quarters since.
Valley National Advisers's Ares Management position peaked at $65K in Q1 2022.
800 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.