Curi RMB Capital’s Ares Management ARES Stock Holding History

Curi RMB Capital’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
2025 Q4	–	Sell	-1,443	Closed	-$231K	–	876
2025 Q3	$231K	Buy	1,443 +207	+17%	+$37.3K	﹤0.01%	650
2025 Q2	$214K	Buy	+1,236	New	+$195K	﹤0.01%	644
2024 Q2	–	Sell	-1,855	Closed	-$247K	–	528
2024 Q1	$247K	Sell	1,855 -276	-13%	-$35.3K	0.01%	518
2023 Q4	$253K	Sell	2,131 -30	-1%	-$3.26K	0.01%	463
2023 Q3	$222K	Buy	+2,161	New	+$219K	0.01%	468
2023 Q2	–	Sell	-2,966	Closed	-$247K	–	508
2023 Q1	$247K	Buy	+2,966	New	+$236K	0.01%	449
2019 Q1	–	Sell	-239,914	Closed	-$4.27M	–	782
2018 Q4	$4.27M	Sell	239,914 -264,521	-52%	-$5.55M	0.11%	208
2018 Q3	$11.7M	Sell	504,435 -409,275	-45%	-$8.78M	0.28%	111
2018 Q2	$18.9M	Buy	913,710 +21,364	+2%	+$462K	0.45%	62
2018 Q1	$19.1M	Buy	+892,346	New	+$20.3M	0.49%	48

Other funds holding ARES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Curi RMB Capital's ARES Position: Q4 2025 in Review

Curi RMB Capital sold out of Ares Management (ARES) in Q4 2025, closing a stake of 1,443 shares — an estimated $231K sold.

Curi RMB Capital first reported a position in ARES in Q1 2018 and held it in 10 quarters. The position peaked at $19.1M in Q1 2018. 827 funds tracked by Wall St. Rank hold ARES as of Q4 2025.

Curi RMB Capital reported no remaining Ares Management position as of Q4 2025 after selling out during the quarter.
Curi RMB Capital sold 1,443 Ares Management shares in Q4 2025, an estimated $231K.
Curi RMB Capital first reported a position in Ares Management in Q1 2018 and held it in 10 quarters.
Curi RMB Capital's Ares Management position peaked at $19.1M in Q1 2018.
827 funds tracked by Wall St. Rank held Ares Management as of Q4 2025.

Based on Curi RMB Capital's 13F filing for Q4 2025, filed 17 Feb 2026.