Cetera Investment Advisers
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Cetera Investment Advisers’s Ares Management ARES Stock Holding History

Cetera Investment Advisers’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 		$7.79M Buy
71,432
+3,611
+5% +$479K 0.01% 1221
2025
Q4 		$11M Buy
67,821
+1,116
+2% +$174K 0.01% 970
2025
Q3 		$10.7M Buy
66,705
+7,224
+12% +$1.3M 0.01% 944
2025
Q2 		$10.3M Sell
59,481
-475
-0.8% -$75.1K 0.02% 813
2025
Q1 		$8.79M Buy
59,956
+2,373
+4% +$410K 0.02% 835
2024
Q4 		$10.2M Sell
57,583
-11,079
-16% -$1.89M 0.02% 699
2024
Q3 		$10.7M Sell
68,662
-11,135
-14% -$1.62M 0.02% 673
2024
Q2 		$10.6M Sell
79,797
-2,920
-4% -$399K 0.02% 650
2024
Q1 		$11M Buy
82,717
+26,012
+46% +$3.32M 0.03% 635
2023
Q4 		$6.74M Sell
56,705
-361
-0.6% -$39.2K 0.05% 345
2023
Q3 		$5.87M Buy
57,066
+1,388
+2% +$140K 0.05% 363
2023
Q2 		$5.36M Buy
55,678
+655
+1% +$56.6K 0.05% 386
2023
Q1 		$4.59M Buy
55,023
+1,446
+3% +$115K 0.04% 421
2022
Q4 		$3.67M Buy
53,577
+20,253
+61% +$1.46M 0.03% 482
2022
Q3 		$2.06M Sell
33,324
-928
-3% -$64.9K 0.04% 445
2022
Q2 		$1.95M Sell
34,252
-2,355
-6% -$163K 0.03% 544
2022
Q1 		$2.97M Sell
36,607
-1,591
-4% -$122K 0.04% 424
2021
Q4 		$3.1M Sell
38,198
-17
-0% -$1.38K 0.04% 412
2021
Q3 		$2.82M Sell
38,215
-5,665
-13% -$408K 0.04% 413
2021
Q2 		$2.79M Buy
43,880
+31,895
+266% +$1.78M 0.04% 417
2021
Q1 		$672K Sell
11,985
-28,984
-71% -$1.46M 0.01% 833
2020
Q4 		$1.93M Buy
+40,969
New +$1.85M 0.04% 438

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

Cetera Investment Advisers's ARES Position: Q1 2026 in Review

Cetera Investment Advisers increased its Ares Management (ARES) stake by 5.3% in Q1 2026, buying an estimated $479K and bringing the position to 71,432 shares worth $7.79M. The position accounts for 0.01% of the portfolio, ranked #1221.

Cetera Investment Advisers first reported a position in ARES in Q4 2020 and has held it in 22 quarters since. The position peaked at $11M in Q1 2024. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Cetera Investment Advisers held 71,432 shares of Ares Management worth $7.79M as of Q1 2026.
  • Cetera Investment Advisers bought 3,611 Ares Management shares in Q1 2026, an estimated $479K.
  • Ares Management made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1221 holding.
  • Cetera Investment Advisers first reported a position in Ares Management in Q4 2020 and has held it in 22 quarters since.
  • Cetera Investment Advisers's Ares Management position peaked at $11M in Q1 2024.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.