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Westfuller Advisors’s Ares Management ARES Stock Holding History

Westfuller Advisors’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 		$7.08K Buy
64
+3
+5% +$360 ﹤0.01% 537
2026
Q1 		$6.68K Buy
61
+36
+144% +$4.78K ﹤0.01% 499
2025
Q4 		$4.03K Hold
25
– – ﹤0.01% 591
2025
Q3 		$3.96K Buy
+25
New +$4.51K ﹤0.01% 565

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

Westfuller Advisors's ARES Position: Q2 2026 in Review

Westfuller Advisors increased its Ares Management (ARES) stake by 4.9% in Q2 2026, buying an estimated $360 and bringing the position to 64 shares worth $7.08K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Westfuller Advisors first reported a position in ARES in Q3 2025 and has held it in 4 quarters since. 288 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Westfuller Advisors held 64 shares of Ares Management worth $7.08K as of Q2 2026.
  • Westfuller Advisors bought 3 Ares Management shares in Q2 2026, an estimated $360.
  • Ares Management made up ﹤0.01% of Westfuller Advisors's portfolio in Q2 2026, its #537 holding.
  • Westfuller Advisors first reported a position in Ares Management in Q3 2025 and has held it in 4 quarters since.
  • 288 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.