WhitTier Trust Company’s Ares Management ARES Stock Holding History

WhitTier Trust Company’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	$4.59M	Buy	38,069 +376	+1%	+$45.1K	0.09%	167
2026 Q1	$3.88M	Buy	37,693 +37,083	+6,079%	+$4.92M	0.08%	178
2025 Q4	$107K	Sell	610 -75	-11%	-$11.7K	﹤0.01%	573
2025 Q3	$104K	Buy	685 +83	+14%	+$15K	﹤0.01%	559
2025 Q2	$104K	Sell	602 -10	-2%	-$1.58K	﹤0.01%	620
2025 Q1	$89.7K	Buy	612 +22	+4%	+$3.8K	﹤0.01%	638
2024 Q4	$104K	Buy	590 +31	+6%	+$5.29K	﹤0.01%	602
2024 Q3	$87.1K	Buy	559 +97	+21%	+$14.1K	﹤0.01%	622
2024 Q2	$61.6K	Hold	462	–	–	﹤0.01%	660
2024 Q1	$61.4K	Buy	462 +190	+70%	+$24.3K	﹤0.01%	644
2023 Q4	$32.3K	Hold	272	–	–	﹤0.01%	740
2023 Q3	$28K	Hold	272	–	–	﹤0.01%	753
2023 Q2	$26.2K	Buy	272 +235	+635%	+$20.3K	﹤0.01%	801
2023 Q1	$3.09K	Buy	+37	New	+$2.94K	﹤0.01%	1055

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 $3.37T AUM 44.26% 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

WhitTier Trust Company's ARES Position: Q2 2026 in Review

WhitTier Trust Company increased its Ares Management (ARES) stake by 1% in Q2 2026, buying an estimated $45.1K and bringing the position to 38,069 shares worth $4.59M. The position accounts for 0.09% of the portfolio, ranked #167.

WhitTier Trust Company first reported a position in ARES in Q1 2023 and has held it in 14 quarters since. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

WhitTier Trust Company held 38,069 shares of Ares Management worth $4.59M as of Q2 2026.
WhitTier Trust Company bought 376 Ares Management shares in Q2 2026, an estimated $45.1K.
Ares Management made up 0.09% of WhitTier Trust Company's portfolio in Q2 2026, its #167 holding.
WhitTier Trust Company first reported a position in Ares Management in Q1 2023 and has held it in 14 quarters since.
807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.