Vident Advisory’s Ares Management ARES Stock Holding History

Vident Advisory’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	$8.74M	Sell	78,533 -2,085	-3%	-$250K	0.06%	254
2026 Q1	$8.8M	Buy	80,618 +5,808	+8%	+$771K	0.07%	226
2025 Q4	$12.1M	Buy	74,810 +1,166	+2%	+$182K	0.11%	161
2025 Q3	$11.8M	Buy	73,644 +3,614	+5%	+$652K	0.11%	172
2025 Q2	$12.1M	Buy	70,030 +67,940	+3,251%	+$10.7M	0.14%	142
2025 Q1	$306K	Buy	+2,090	New	+$361K	﹤0.01%	1261

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 $3.38T AUM 44.17% 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

Vident Advisory's ARES Position: Q2 2026 in Review

Vident Advisory reduced its Ares Management (ARES) stake by 2.6% in Q2 2026, selling an estimated $250K and leaving 78,533 shares worth $8.74M. The position accounts for 0.06% of the portfolio, ranked #254.

Vident Advisory first reported a position in ARES in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.1M in Q2 2025. 809 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Vident Advisory held 78,533 shares of Ares Management worth $8.74M as of Q2 2026.
Vident Advisory sold 2,085 Ares Management shares in Q2 2026, an estimated $250K.
Ares Management made up 0.06% of Vident Advisory's portfolio in Q2 2026, its #254 holding.
Vident Advisory first reported a position in Ares Management in Q1 2025 and has held it in 6 quarters since.
Vident Advisory's Ares Management position peaked at $12.1M in Q2 2025.
809 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.