CoreFirst Bank & Trust’s Ares Management ARES Stock Holding History

CoreFirst Bank & 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 Q2	$428K	Hold	3,845	–	–	0.21%	77
2026 Q1	$419K	Hold	3,845	–	–	0.22%	76
2025 Q4	$621K	Hold	3,845	–	–	0.34%	62
2025 Q3	$615K	Sell	3,845 -245	-6%	-$44.2K	0.33%	64
2025 Q2	$708K	Hold	4,090	–	–	0.4%	59
2025 Q1	$600K	Hold	4,090	–	–	0.39%	64
2024 Q4	$724K	Hold	4,090	–	–	0.43%	54
2024 Q3	$637K	Hold	4,090	–	–	0.37%	62
2024 Q2	$545K	Hold	4,090	–	–	0.37%	66
2024 Q1	$544K	Hold	4,090	–	–	0.34%	71
2023 Q4	$486K	Hold	4,090	–	–	0.32%	74
2023 Q3	$421K	Hold	4,090	–	–	0.3%	81
2023 Q2	$394K	Hold	4,090	–	–	0.28%	86
2023 Q1	$341K	Hold	4,090	–	–	0.25%	97
2022 Q4	$280K	Hold	4,090	–	–	0.21%	105
2022 Q3	$253K	Hold	4,090	–	–	0.22%	104
2022 Q2	$233K	Hold	4,090	–	–	0.18%	115
2022 Q1	$332K	Hold	4,090	–	–	0.23%	99
2021 Q4	$332K	Hold	4,090	–	–	0.21%	101
2021 Q3	$302K	Hold	4,090	–	–	0.21%	106
2021 Q2	$260K	Hold	4,090	–	–	0.18%	117
2021 Q1	$229K	Hold	4,090	–	–	0.16%	125
2020 Q4	$192K	Buy	+4,090	New	+$185K	0.14%	131

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

CoreFirst Bank & Trust's ARES Position: Q2 2026 in Review

CoreFirst Bank & Trust held its Ares Management (ARES) position steady in Q2 2026 at 3,845 shares worth $428K. The position accounts for 0.21% of the portfolio, ranked #77.

CoreFirst Bank & Trust first reported a position in ARES in Q4 2020 and has held it in 23 quarters since. The position peaked at $724K in Q4 2024. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

CoreFirst Bank & Trust held 3,845 shares of Ares Management worth $428K as of Q2 2026.
CoreFirst Bank & Trust left its Ares Management share count unchanged in Q2 2026.
Ares Management made up 0.21% of CoreFirst Bank & Trust's portfolio in Q2 2026, its #77 holding.
CoreFirst Bank & Trust first reported a position in Ares Management in Q4 2020 and has held it in 23 quarters since.
CoreFirst Bank & Trust's Ares Management position peaked at $724K in Q4 2024.
807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q2 2026, filed 5 Aug 2026.