WFC
ARES icon

Western Financial Corp’s Ares Management ARES Stock Holding History

Western Financial Corp’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 		– Sell
-4,198
Closed -$458K – 133
2026
Q1 		$458K Sell
4,198
-2,631
-39% -$349K 0.18% 95
2025
Q4 		$1.1M Sell
6,829
-84
-1% -$13.1K 0.44% 52
2025
Q3 		$1.11M Buy
6,913
+16
+0.2% +$2.89K 0.48% 55
2025
Q2 		$1.19M Sell
6,897
-290
-4% -$45.9K 0.64% 45
2025
Q1 		$1.05M Buy
7,187
+3,819
+113% +$660K 0.61% 47
2024
Q4 		$596K Buy
+3,368
New +$575K 0.33% 80

Other funds holding ARES

LI
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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Truist Financial
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
Mirae Asset Global Investments
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Western Financial Corp's ARES Position: Q2 2026 in Review

Western Financial Corp sold out of Ares Management (ARES) in Q2 2026, closing a stake of 4,198 shares — an estimated $458K sold.

Western Financial Corp first reported a position in ARES in Q4 2024 and held it in 6 quarters. The position peaked at $1.19M in Q2 2025. 288 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Western Financial Corp reported no remaining Ares Management position as of Q2 2026 after selling out during the quarter.
  • Western Financial Corp sold 4,198 Ares Management shares in Q2 2026, an estimated $458K.
  • Western Financial Corp first reported a position in Ares Management in Q4 2024 and held it in 6 quarters.
  • Western Financial Corp's Ares Management position peaked at $1.19M in Q2 2025.
  • 288 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.