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Zhang Financial’s Ares Management ARES Stock Holding History

Zhang Financial’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 		$301K Sell
2,705
-71
-3% -$8.52K 0.01% 334
2026
Q1 		$303K Sell
2,776
-1,721
-38% -$228K 0.01% 306
2025
Q4 		$727K Buy
4,497
+1,463
+48% +$228K 0.03% 200
2025
Q3 		$485K Sell
3,034
-497
-14% -$89.6K 0.02% 217
2025
Q2 		$612K Sell
3,531
-1,518
-30% -$240K 0.03% 189
2025
Q1 		$740K Buy
5,049
+2,088
+71% +$361K 0.04% 184
2024
Q4 		$524K Buy
+2,961
New +$505K 0.03% 195

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

Zhang Financial's ARES Position: Q2 2026 in Review

Zhang Financial reduced its Ares Management (ARES) stake by 2.6% in Q2 2026, selling an estimated $8.52K and leaving 2,705 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #334.

Zhang Financial first reported a position in ARES in Q4 2024 and has held it in 7 quarters since. The position peaked at $740K in Q1 2025. 803 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Zhang Financial held 2,705 shares of Ares Management worth $301K as of Q2 2026.
  • Zhang Financial sold 71 Ares Management shares in Q2 2026, an estimated $8.52K.
  • Ares Management made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #334 holding.
  • Zhang Financial first reported a position in Ares Management in Q4 2024 and has held it in 7 quarters since.
  • Zhang Financial's Ares Management position peaked at $740K in Q1 2025.
  • 803 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.