Beacon Pointe Advisors’s Ares Management ARES Stock Holding History

Beacon Pointe Advisors’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	$772K	Buy	+7,078	New	+$939K	﹤0.01%	1097
2024 Q4	–	Sell	-1,513	Closed	-$236K	–	1200
2024 Q3	$236K	Buy	+1,513	New	+$220K	﹤0.01%	1104
2024 Q2	–	Sell	-1,520	Closed	-$202K	–	1272
2024 Q1	$202K	Buy	+1,520	New	+$194K	﹤0.01%	1261
2023 Q4	–	Sell	-2,005	Closed	-$206K	–	1322
2023 Q3	$206K	Buy	+2,005	New	+$203K	﹤0.01%	1219

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

Beacon Pointe Advisors's ARES Position: Q1 2026 in Review

Beacon Pointe Advisors opened a new position in Ares Management (ARES) in Q1 2026: 7,078 shares worth $772K. The stake represents ﹤0.01% of the portfolio and ranks #1097 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in ARES as recently as Q3 2024.

Beacon Pointe Advisors first reported a position in ARES in Q3 2023 and has held it in 4 quarters since. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

Beacon Pointe Advisors held 7,078 shares of Ares Management worth $772K as of Q1 2026.
Ares Management was a new Beacon Pointe Advisors position in Q1 2026.
Ares Management made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1097 holding.
Beacon Pointe Advisors first reported a position in Ares Management in Q3 2023 and has held it in 4 quarters since.
794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.