Caption Management’s Ares Management ARES Stock Holding History

Caption 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	$12.2M	Buy	+112,000	New	+$14.9M	0.07%	289
2023 Q2	–	Sell	-50,000	Closed	-$4.17M	–	1092
2023 Q1	$4.17M	Buy	+50,000	New	+$3.98M	0.08%	270

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

Caption Management's ARES Position: Q1 2026 in Review

Caption Management opened a new position in Ares Management (ARES) in Q1 2026: 70,000 shares worth $7.64M. The stake represents 0.04% of the portfolio and ranks #405 among its holdings.

795 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

Caption Management held 70,000 shares of Ares Management worth $7.64M as of Q1 2026.
Ares Management was a new Caption Management position in Q1 2026.
Ares Management made up 0.04% of Caption Management's portfolio in Q1 2026, its #405 holding.
795 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.