DHJJ Financial Advisors’s Ares Management ARES Stock Holding History

DHJJ Financial Advisors’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	$873	Hold	8	–	–	﹤0.01%	835
2025 Q4	$1.29K	Hold	8	–	–	﹤0.01%	753
2025 Q3	$1.28K	Hold	8	–	–	﹤0.01%	735
2025 Q2	$1.39K	Hold	8	–	–	﹤0.01%	706
2025 Q1	$1.17K	Hold	8	–	–	﹤0.01%	677
2024 Q4	$1.42K	Hold	8	–	–	﹤0.01%	633
2024 Q3	$1.25K	Hold	8	–	–	﹤0.01%	626
2024 Q2	$1.07K	Hold	8	–	–	﹤0.01%	595
2024 Q1	$1.06K	Hold	8	–	–	﹤0.01%	584
2023 Q4	$952	Hold	8	–	–	﹤0.01%	576
2023 Q3	$823	Buy	+8	New	+$809	﹤0.01%	584

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

DHJJ Financial Advisors's ARES Position: Q1 2026 in Review

DHJJ Financial Advisors held its Ares Management (ARES) position steady in Q1 2026 at 8 shares worth $873. The position accounts for ﹤0.01% of the portfolio, ranked #835.

DHJJ Financial Advisors first reported a position in ARES in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.42K in Q4 2024. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

DHJJ Financial Advisors held 8 shares of Ares Management worth $873 as of Q1 2026.
DHJJ Financial Advisors left its Ares Management share count unchanged in Q1 2026.
Ares Management made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #835 holding.
DHJJ Financial Advisors first reported a position in Ares Management in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's Ares Management position peaked at $1.42K in Q4 2024.
794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.