Cumberland Partners’s Ares Management ARES Stock Holding History

Cumberland Partners’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	-11,090	Closed	-$1.79M	–	161
2025 Q4	$1.79M	Sell	11,090 -25,080	-69%	-$3.91M	0.11%	114
2025 Q3	$5.78M	Buy	36,170 +13,705	+61%	+$2.47M	0.38%	55
2025 Q2	$3.89M	Sell	22,465 -11,565	-34%	-$1.83M	0.27%	68
2025 Q1	$4.99M	Sell	34,030 -17,485	-34%	-$3.02M	0.38%	51
2024 Q4	$9.12M	Hold	51,515	–	–	0.64%	38
2024 Q3	$8.03M	Sell	51,515 -14,440	-22%	-$2.1M	0.56%	39
2024 Q2	$8.79M	Buy	65,955 +3,290	+5%	+$449K	0.64%	36
2024 Q1	$8.33M	Sell	62,665 -9,945	-14%	-$1.27M	0.6%	36
2023 Q4	$8.59M	Buy	72,610 +24,360	+50%	+$2.65M	0.79%	33
2023 Q3	$4.96M	Buy	+48,250	New	+$4.88M	0.48%	47

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

Cumberland Partners's ARES Position: Q1 2026 in Review

Cumberland Partners sold out of Ares Management (ARES) in Q1 2026, closing a stake of 11,090 shares — an estimated $1.79M sold.

Cumberland Partners first reported a position in ARES in Q3 2023 and held it in 10 quarters. The position peaked at $9.12M in Q4 2024. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

Cumberland Partners reported no remaining Ares Management position as of Q1 2026 after selling out during the quarter.
Cumberland Partners sold 11,090 Ares Management shares in Q1 2026, an estimated $1.79M.
Cumberland Partners first reported a position in Ares Management in Q3 2023 and held it in 10 quarters.
Cumberland Partners's Ares Management position peaked at $9.12M in Q4 2024.
794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.