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Access Financial Services’s Ares Management ARES Stock Holding History

Access Financial Services’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
Q1 		– Sell
-9,206
Closed -$1.49M – 96
2025
Q4 		$1.49M Sell
9,206
-905
-9% -$141K 0.54% 34
2025
Q3 		$1.62M Sell
10,111
-133
-1% -$24K 0.59% 32
2025
Q2 		$1.77M Hold
10,244
– – 0.67% 27
2025
Q1 		$1.5M Sell
10,244
-1,128
-10% -$195K 0.6% 38
2024
Q4 		$2.01M Sell
11,372
-200
-2% -$34.1K 0.9% 23
2024
Q3 		$1.8M Sell
11,572
-38
-0.3% -$5.51K 0.83% 25
2024
Q2 		$1.55M Sell
11,610
-68
-0.6% -$9.29K 0.7% 33
2024
Q1 		$1.55M Sell
11,678
-1,313
-10% -$168K 0.69% 43
2023
Q4 		$1.54M Sell
12,991
-3,159
-20% -$343K 0.8% 33
2023
Q3 		$1.66M Sell
16,150
-50
-0.3% -$5.06K 0.99% 19
2023
Q2 		$1.56M Sell
16,200
-58
-0.4% -$5.01K 0.91% 30
2023
Q1 		$1.36M Sell
16,258
-3,979
-20% -$316K 0.82% 35
2022
Q4 		$1.39M Buy
20,237
+2,806
+16% +$202K 0.85% 33
2022
Q3 		$1.08M Sell
17,431
-3,001
-15% -$210K 0.7% 45
2022
Q2 		$1.16M Buy
20,432
+1,988
+11% +$137K 0.66% 44
2022
Q1 		$1.5M Buy
18,444
+3,828
+26% +$294K 0.71% 39
2021
Q4 		$1.19M Sell
14,616
-2,247
-13% -$183K 0.53% 60
2021
Q3 		$1.25M Sell
16,863
-151
-0.9% -$10.9K 0.56% 57
2021
Q2 		$1.08M Buy
+17,014
New +$951K 0.5% 65

Other funds holding ARES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Access Financial Services's ARES Position: Q1 2026 in Review

Access Financial Services sold out of Ares Management (ARES) in Q1 2026, closing a stake of 9,206 shares — an estimated $1.49M sold.

Access Financial Services first reported a position in ARES in Q2 2021 and held it in 19 quarters. The position peaked at $2.01M in Q4 2024. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Access Financial Services reported no remaining Ares Management position as of Q1 2026 after selling out during the quarter.
  • Access Financial Services sold 9,206 Ares Management shares in Q1 2026, an estimated $1.49M.
  • Access Financial Services first reported a position in Ares Management in Q2 2021 and held it in 19 quarters.
  • Access Financial Services's Ares Management position peaked at $2.01M in Q4 2024.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Access Financial Services's 13F filing for Q1 2026, filed 15 Apr 2026.