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Avalon Trust’s Ares Management ARES Stock Holding History

Avalon 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
Q1 		$32.7K Sell
300
-199
-40% -$26.4K ﹤0.01% 328
2025
Q4 		$80.7K Sell
499
-89
-15% -$13.9K 0.01% 227
2025
Q3 		$94K Buy
588
+289
+97% +$52.1K 0.01% 242
2025
Q2 		$51.8K Hold
299
– – ﹤0.01% 254
2025
Q1 		$43.8K Hold
299
– – ﹤0.01% 266
2024
Q4 		$52.9K Buy
+299
New +$51K ﹤0.01% 221

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

Avalon Trust's ARES Position: Q1 2026 in Review

Avalon Trust reduced its Ares Management (ARES) stake by 40% in Q1 2026, selling an estimated $26.4K and leaving 300 shares worth $32.7K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Avalon Trust first reported a position in ARES in Q4 2024 and has held it in 6 quarters since. The position peaked at $94K in Q3 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Avalon Trust held 300 shares of Ares Management worth $32.7K as of Q1 2026.
  • Avalon Trust sold 199 Ares Management shares in Q1 2026, an estimated $26.4K.
  • Ares Management made up ﹤0.01% of Avalon Trust's portfolio in Q1 2026, its #328 holding.
  • Avalon Trust first reported a position in Ares Management in Q4 2024 and has held it in 6 quarters since.
  • Avalon Trust's Ares Management position peaked at $94K in Q3 2025.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.