XWL
ARES icon

XXI Wealth LLC’s Ares Management ARES Stock Holding History

XXI Wealth LLC’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 		$745K Buy
6,691
+33
+0.5% +$3.96K 0.34% 75
2026
Q1 		$726K Sell
6,658
-519
-7% -$68.9K 0.41% 70
2025
Q4 		$1.16M Buy
+7,177
New +$1.12M 0.71% 35

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

XXI Wealth LLC's ARES Position: Q2 2026 in Review

XXI Wealth LLC increased its Ares Management (ARES) stake by 0.5% in Q2 2026, buying an estimated $3.96K and bringing the position to 6,691 shares worth $745K. The position accounts for 0.34% of the portfolio, ranked #75.

XXI Wealth LLC first reported a position in ARES in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.16M in Q4 2025. 804 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • XXI Wealth LLC held 6,691 shares of Ares Management worth $745K as of Q2 2026.
  • XXI Wealth LLC bought 33 Ares Management shares in Q2 2026, an estimated $3.96K.
  • Ares Management made up 0.34% of XXI Wealth LLC's portfolio in Q2 2026, its #75 holding.
  • XXI Wealth LLC first reported a position in Ares Management in Q4 2025 and has held it in 3 quarters since.
  • XXI Wealth LLC's Ares Management position peaked at $1.16M in Q4 2025.
  • 804 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on XXI Wealth LLC's 13F filing for Q2 2026, filed 14 Aug 2026.