Planning Strategies Inc.’s Ares Management ARES Stock Holding History

Planning Strategies Inc.’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	$1.45K	Buy	+13	New	+$1.56K	﹤0.01%	666

Other funds holding ARES

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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

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

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

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

GIM

Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Planning Strategies Inc.'s ARES Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Ares Management (ARES) in Q2 2026: 13 shares worth $1.45K. The stake represents ﹤0.01% of the portfolio and ranks #666 among its holdings.

257 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Planning Strategies Inc. held 13 shares of Ares Management worth $1.45K as of Q2 2026.
Ares Management was a new Planning Strategies Inc. position in Q2 2026.
Ares Management made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #666 holding.
257 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.