RAFFA WEALTH MANAGEMENT, LLC’s Ares Management ARES Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$2.12K	Buy	19 +6	+46%	+$720	﹤0.01%	825
2026 Q1	$1.42K	Buy	13 +1	+8%	+$133	﹤0.01%	850
2025 Q4	$1.94K	Hold	12	–	–	﹤0.01%	749
2025 Q3	$1.92K	Buy	+12	New	+$2.17K	﹤0.01%	718
2025 Q2	–	Sell	-11	Closed	-$1.61K	–	1108
2025 Q1	$1.61K	Hold	11	–	–	﹤0.01%	694
2024 Q4	$1.95K	Buy	+11	New	+$1.88K	﹤0.01%	676
2024 Q3	–	Sell	-156	Closed	-$20.8K	–	1090
2024 Q2	$20.8K	Buy	156 +68	+77%	+$9.29K	0.01%	313
2024 Q1	$11.7K	Buy	+88	New	+$11.2K	﹤0.01%	406

Other funds holding ARES

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

GIM

Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's ARES Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Ares Management (ARES) stake by 46% in Q2 2026, buying an estimated $720 and bringing the position to 19 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in ARES in Q1 2024 and has held it in 8 quarters since. The position peaked at $20.8K in Q2 2024. 226 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 19 shares of Ares Management worth $2.12K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 6 Ares Management shares in Q2 2026, an estimated $720.
Ares Management made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #825 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Ares Management in Q1 2024 and has held it in 8 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Ares Management position peaked at $20.8K in Q2 2024.
226 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.