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Wedmont Private Capital’s Ares Management ARES Stock Holding History

Wedmont Private Capital’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 		$301K Buy
+2,474
New +$297K 0.01% 736
2026
Q1 		– Sell
-1,513
Closed -$258K – 841
2025
Q4 		$258K Sell
1,513
-6
-0.4% -$935 0.01% 688
2025
Q3 		$226K Buy
1,519
+96
+7% +$17.3K 0.01% 709
2025
Q2 		$252K Buy
+1,423
New +$225K 0.01% 645
2025
Q1 		– Sell
-1,310
Closed -$229K – 703
2024
Q4 		$229K Sell
1,310
-164
-11% -$28K 0.01% 624
2024
Q3 		$237K Buy
+1,474
New +$214K 0.01% 582

Other funds holding ARES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wedmont Private Capital's ARES Position: Q2 2026 in Review

Wedmont Private Capital opened a new position in Ares Management (ARES) in Q2 2026: 2,474 shares worth $301K. The stake represents 0.01% of the portfolio and ranks #736 among its holdings. This is a return to the name: Wedmont Private Capital previously reported a position in ARES as recently as Q4 2025.

Wedmont Private Capital first reported a position in ARES in Q3 2024 and has held it in 6 quarters since. 409 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Wedmont Private Capital held 2,474 shares of Ares Management worth $301K as of Q2 2026.
  • Ares Management was a new Wedmont Private Capital position in Q2 2026.
  • Ares Management made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #736 holding.
  • Wedmont Private Capital first reported a position in Ares Management in Q3 2024 and has held it in 6 quarters since.
  • 409 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.