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Arlington Trust’s Ares Management ARES Stock Holding History

Arlington Trust’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 		$28K Buy
241
+212
+731% +$27.7K ﹤0.01% 377
2026
Q2 		$3.23K Sell
29
-92
-76% -$11K ﹤0.01% 608
2026
Q1 		$13.2K Buy
121
+97
+404% +$12.9K ﹤0.01% 392
2025
Q4 		$3.88K Hold
24
– – ﹤0.01% 392
2025
Q3 		$3.84K Hold
24
– – ﹤0.01% 537
2025
Q2 		$4.16K Sell
24
-231
-91% -$36.5K ﹤0.01% 539
2025
Q1 		$37.4K Hold
255
– – 0.01% 391
2024
Q4 		$45.1K Hold
255
– – 0.01% 356
2024
Q3 		$39.7K Buy
255
+24
+10% +$3.48K 0.01% 353
2024
Q2 		$30.8K Sell
231
-52
-18% -$7.1K 0.01% 370
2024
Q1 		$37.6K Hold
283
– – 0.01% 300
2023
Q4 		$33.7K Buy
+283
New +$30.7K 0.01% 315

Other funds holding ARES

Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
ICG Advisors
ICG Advisors Los Angeles, California $136M AUM 28.28% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

Arlington Trust's ARES Position: Q3 2026 in Review

Arlington Trust increased its Ares Management (ARES) stake by 731% in Q3 2026, buying an estimated $27.7K and bringing the position to 241 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Arlington Trust first reported a position in ARES in Q4 2023 and has held it in 12 quarters since. The position peaked at $45.1K in Q4 2024. 155 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • Arlington Trust held 241 shares of Ares Management worth $28K as of Q3 2026.
  • Arlington Trust bought 212 Ares Management shares in Q3 2026, an estimated $27.7K.
  • Ares Management made up ﹤0.01% of Arlington Trust's portfolio in Q3 2026, its #377 holding.
  • Arlington Trust first reported a position in Ares Management in Q4 2023 and has held it in 12 quarters since.
  • Arlington Trust's Ares Management position peaked at $45.1K in Q4 2024.
  • 155 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Arlington Trust's 13F filing for Q3 2026, filed 20 Oct 2026.