Covestor
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Covestor’s Ares Management ARES Stock Holding History

Covestor’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
Q3 		$69K Buy
596
+6
+1% +$784 0.04% 561
2026
Q2 		$66K Buy
590
+138
+31% +$16.6K 0.04% 620
2026
Q1 		$49K Sell
452
-451
-50% -$59.8K 0.03% 717
2025
Q4 		$146K Buy
903
+482
+114% +$75.1K 0.08% 355
2025
Q3 		$67K Buy
421
+272
+183% +$49.1K 0.04% 769
2025
Q2 		$26K Sell
149
-159
-52% -$25.1K 0.02% 1138
2025
Q1 		$45K Buy
308
+160
+108% +$27.6K 0.03% 881
2024
Q4 		$26K Sell
148
-512
-78% -$87.4K 0.02% 1089
2024
Q3 		$103K Sell
660
-133
-17% -$19.3K 0.06% 492
2024
Q2 		$106K Buy
793
+662
+505% +$90.4K 0.07% 441
2024
Q1 		$17K Sell
131
-1
-0.8% -$128 0.01% 1265
2023
Q4 		$16K Sell
132
-71
-35% -$7.71K 0.01% 1269
2023
Q3 		$21K Sell
203
-9
-4% -$910 0.02% 1092
2023
Q2 		$20K Sell
212
-12
-5% -$1.04K 0.02% 1129
2023
Q1 		$19K Sell
224
-549
-71% -$43.6K 0.02% 1010
2022
Q4 		$53K Sell
773
-833
-52% -$60.1K 0.04% 700
2022
Q3 		$100K Buy
1,606
+1,322
+465% +$92.4K 0.09% 348
2022
Q2 		$16K Buy
284
+7
+3% +$484 0.01% 1030
2022
Q1 		$23K Buy
277
+269
+3,363% +$20.7K 0.02% 1021
2021
Q4 		$1K Buy
+8
New +$651 ﹤0.01% 1629

Other funds holding ARES

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
ICG Advisors
ICG Advisors Los Angeles, California $136M AUM 28.28% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Covestor's ARES Position: Q3 2026 in Review

Covestor increased its Ares Management (ARES) stake by 1% in Q3 2026, buying an estimated $784 and bringing the position to 596 shares worth $69K. The position accounts for 0.04% of the portfolio, ranked #561.

Covestor first reported a position in ARES in Q4 2021 and has held it in 20 quarters since. The position peaked at $146K in Q4 2025. 375 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • Covestor held 596 shares of Ares Management worth $69K as of Q3 2026.
  • Covestor bought 6 Ares Management shares in Q3 2026, an estimated $784.
  • Ares Management made up 0.04% of Covestor's portfolio in Q3 2026, its #561 holding.
  • Covestor first reported a position in Ares Management in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Ares Management position peaked at $146K in Q4 2025.
  • 375 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.