Superior Planning, LLC’s Ares Management ARES Stock Holding History

Superior Planning, 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 Q3	$8.48K	Buy	+73	New	+$9.5K	﹤0.01%	988

Other funds holding ARES

Sumitomo Mitsui Financial Group Tokyo, Japan $5.57B AUM 5.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Superior Planning, LLC's ARES Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Ares Management (ARES) in Q3 2026: 73 shares worth $8.48K. The stake represents ﹤0.01% of the portfolio and ranks #988 among its holdings.

584 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

Superior Planning, LLC held 73 shares of Ares Management worth $8.48K as of Q3 2026.
Ares Management was a new Superior Planning, LLC position in Q3 2026.
Ares Management made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #988 holding.
584 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.