Bellevue Asset Management’s Ares Management ARES Stock Holding History

Bellevue Asset Management’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	-14	Closed	-$2.26K	–	380
2025 Q4	$2.26K	Buy	14 +1	+8%	+$156	﹤0.01%	425
2025 Q3	$2.08K	Buy	13 +1	+8%	+$180	﹤0.01%	433
2025 Q2	$2.08K	Hold	12	–	–	﹤0.01%	431
2025 Q1	$1.76K	Buy	+12	New	+$2.07K	﹤0.01%	435
2021 Q3	–	Sell	-56	Closed	-$4K	–	581
2021 Q2	$4K	Buy	56 +1	+2%	+$56	﹤0.01%	402
2021 Q1	$3K	Sell	55 -5	-8%	-$251	﹤0.01%	494
2020 Q4	$3K	Buy	60 +3	+5%	+$136	﹤0.01%	501
2020 Q3	$2K	Hold	57	–	–	﹤0.01%	527
2020 Q2	$2K	Hold	57	–	–	﹤0.01%	522
2020 Q1	$2K	Buy	+57	New	+$1.99K	﹤0.01%	489

Other funds holding ARES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bellevue Asset Management's ARES Position: Q1 2026 in Review

Bellevue Asset Management sold out of Ares Management (ARES) in Q1 2026, closing a stake of 14 shares — an estimated $2.26K sold.

Bellevue Asset Management first reported a position in ARES in Q1 2020 and held it in 10 quarters. The position peaked at $4K in Q2 2021. 800 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

Bellevue Asset Management reported no remaining Ares Management position as of Q1 2026 after selling out during the quarter.
Bellevue Asset Management sold 14 Ares Management shares in Q1 2026, an estimated $2.26K.
Bellevue Asset Management first reported a position in Ares Management in Q1 2020 and held it in 10 quarters.
Bellevue Asset Management's Ares Management position peaked at $4K in Q2 2021.
800 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Bellevue Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.