Advisory Services Network’s Ares Management ARES Stock Holding History

Advisory Services Network’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	$47.8K	Buy	+438	New	+$58.1K	﹤0.01%	2652
2025 Q4	–	Sell	-144	Closed	-$23K	–	1930
2025 Q3	$23K	Buy	+144	New	+$26K	﹤0.01%	2887
2024 Q1	–	Sell	-73	Closed	-$8.73K	–	1568
2023 Q4	$8.73K	Buy	+73	New	+$7.93K	﹤0.01%	2918
2023 Q2	–	Sell	-957	Closed	-$79.9K	–	1550
2023 Q1	$79.9K	Buy	957 +23	+2%	+$1.83K	﹤0.01%	1769
2022 Q4	$63.9K	Buy	+934	New	+$67.4K	﹤0.01%	1844
2021 Q3	–	Sell	-852	Closed	-$54K	–	1493
2021 Q2	$54K	Buy	+852	New	+$47.6K	﹤0.01%	1955
2021 Q1	–	Sell	-839	Closed	-$39K	–	1379
2020 Q4	$39K	Buy	839 +7	+0.8%	+$317	﹤0.01%	1798
2020 Q3	$34K	Buy	+832	New	+$33.2K	﹤0.01%	1772
2020 Q2	–	Sell	-815	Closed	-$25K	–	1142
2020 Q1	$25K	Buy	815 +11	+1%	+$385	﹤0.01%	1732
2019 Q4	$29K	Buy	804 +15	+2%	+$466	﹤0.01%	1809
2019 Q3	$21K	Hold	789	–	–	﹤0.01%	1790
2019 Q2	$21K	Buy	789 +10	+1%	+$254	﹤0.01%	1788
2019 Q1	$18K	Sell	779 -19	-2%	-$415	﹤0.01%	1645
2018 Q4	$14K	Buy	798 +13	+2%	+$273	﹤0.01%	1624
2018 Q3	$18K	Buy	785 +9	+1%	+$193	﹤0.01%	1596
2018 Q2	$16K	Buy	776 +14	+2%	+$303	﹤0.01%	1618
2018 Q1	$16K	Buy	+762	New	+$17.3K	﹤0.01%	1710

Other funds holding ARES

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Services Network's ARES Position: Q1 2026 in Review

Advisory Services Network opened a new position in Ares Management (ARES) in Q1 2026: 438 shares worth $47.8K. The stake represents ﹤0.01% of the portfolio and ranks #2652 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in ARES as recently as Q3 2025.

Advisory Services Network first reported a position in ARES in Q1 2018 and has held it in 17 quarters since. The position peaked at $79.9K in Q1 2023. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

Advisory Services Network held 438 shares of Ares Management worth $47.8K as of Q1 2026.
Ares Management was a new Advisory Services Network position in Q1 2026.
Ares Management made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2652 holding.
Advisory Services Network first reported a position in Ares Management in Q1 2018 and has held it in 17 quarters since.
Advisory Services Network's Ares Management position peaked at $79.9K in Q1 2023.
794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.