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Atomi Financial Group’s Ares Management ARES Stock Holding History

Atomi Financial Group’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
-1,782
Closed -$288K – 1216
2025
Q4 		$288K Buy
1,782
+28
+2% +$4.36K 0.01% 958
2025
Q3 		$280K Buy
1,754
+120
+7% +$21.6K 0.01% 927
2025
Q2 		$283K Buy
+1,634
New +$258K 0.01% 848
2025
Q1 		– Sell
-1,173
Closed -$208K – 1043
2024
Q4 		$208K Buy
+1,173
New +$200K 0.01% 905

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

Atomi Financial Group's ARES Position: Q1 2026 in Review

Atomi Financial Group sold out of Ares Management (ARES) in Q1 2026, closing a stake of 1,782 shares — an estimated $288K sold.

Atomi Financial Group first reported a position in ARES in Q4 2024 and held it in 4 quarters. The position peaked at $288K in Q4 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Atomi Financial Group reported no remaining Ares Management position as of Q1 2026 after selling out during the quarter.
  • Atomi Financial Group sold 1,782 Ares Management shares in Q1 2026, an estimated $288K.
  • Atomi Financial Group first reported a position in Ares Management in Q4 2024 and held it in 4 quarters.
  • Atomi Financial Group's Ares Management position peaked at $288K in Q4 2025.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.