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Whittier Trust’s Ares Management ARES Stock Holding History

Whittier Trust’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 		$9.11M Sell
74,787
-160
-0.2% -$19.2K 0.09% 157
2026
Q1 		$7.71M Buy
74,947
+72,673
+3,196% +$9.64M 0.09% 161
2025
Q4 		$400K Sell
2,274
-84
-4% -$13.1K ﹤0.01% 472
2025
Q3 		$359K Buy
2,358
+84
+4% +$15.2K ﹤0.01% 483
2025
Q2 		$394K Buy
2,274
+269
+13% +$42.5K ﹤0.01% 529
2025
Q1 		$294K Hold
2,005
– – ﹤0.01% 576
2024
Q4 		$355K Sell
2,005
-260
-11% -$44.4K ﹤0.01% 552
2024
Q3 		$353K Buy
2,265
+152
+7% +$22.1K ﹤0.01% 566
2024
Q2 		$282K Hold
2,113
– – ﹤0.01% 585
2024
Q1 		$281K Buy
2,113
+1,684
+393% +$215K ﹤0.01% 581
2023
Q4 		$51K Hold
429
– – ﹤0.01% 909
2023
Q3 		$44.1K Buy
429
+107
+33% +$10.8K ﹤0.01% 949
2023
Q2 		$31K Buy
322
+108
+50% +$9.34K ﹤0.01% 1030
2023
Q1 		$17.9K Hold
214
– – ﹤0.01% 1179
2022
Q4 		$14.6K Hold
214
– – ﹤0.01% 1211
2022
Q3 		$13K Hold
214
– – ﹤0.01% 1286
2022
Q2 		$12K Buy
214
+197
+1,159% +$13.6K ﹤0.01% 1277
2022
Q1 		$1K Buy
+17
New +$1.31K ﹤0.01% 1624

Other funds holding ARES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Whittier Trust's ARES Position: Q2 2026 in Review

Whittier Trust reduced its Ares Management (ARES) stake by 0.21% in Q2 2026, selling an estimated $19.2K and leaving 74,787 shares worth $9.11M. The position accounts for 0.09% of the portfolio, ranked #157.

Whittier Trust first reported a position in ARES in Q1 2022 and has held it in 18 quarters since. 800 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Whittier Trust held 74,787 shares of Ares Management worth $9.11M as of Q2 2026.
  • Whittier Trust sold 160 Ares Management shares in Q2 2026, an estimated $19.2K.
  • Ares Management made up 0.09% of Whittier Trust's portfolio in Q2 2026, its #157 holding.
  • Whittier Trust first reported a position in Ares Management in Q1 2022 and has held it in 18 quarters since.
  • 800 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

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