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BOLTON SECURITIES CORPORATION’s Ares Management ARES Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$64.7K Buy
557
+296
+113% +$38.7K ﹤0.01% 1261
2026
Q2 		$29.1K Buy
261
+236
+944% +$28.3K ﹤0.01% 1503
2026
Q1 		$2.73K Buy
+25
New +$3.32K ﹤0.01% 1852

Other funds holding ARES

Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group Tokyo, Japan $5.57B AUM 5.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Vulcan Value Partners
Vulcan Value Partners Birmingham, Alabama $3.13B AUM 1.96% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's ARES Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Ares Management (ARES) stake by 113% in Q3 2026, buying an estimated $38.7K and bringing the position to 557 shares worth $64.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

BOLTON SECURITIES CORPORATION first reported a position in ARES in Q1 2026 and has held it in 3 quarters since. 558 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 557 shares of Ares Management worth $64.7K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 296 Ares Management shares in Q3 2026, an estimated $38.7K.
  • Ares Management made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1261 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Ares Management in Q1 2026 and has held it in 3 quarters since.
  • 558 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.