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Dorsey & Whitney Trust’s Ares Management ARES Stock Holding History

Dorsey & Whitney 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
Q1 		$446K Buy
4,089
+253
+7% +$33.6K 0.02% 465
2025
Q4 		$620K Buy
3,836
+38
+1% +$5.92K 0.03% 381
2025
Q3 		$607K Sell
3,798
-939
-20% -$169K 0.03% 374
2025
Q2 		$820K Sell
4,737
-29
-0.6% -$4.59K 0.04% 312
2025
Q1 		$699K Buy
4,766
+3,018
+173% +$521K 0.04% 330
2024
Q4 		$309K Hold
1,748
– – 0.02% 507
2024
Q3 		$272K Sell
1,748
-37
-2% -$5.37K 0.01% 550
2024
Q2 		$238K Hold
1,785
– – 0.02% 544
2024
Q1 		$237K Sell
1,785
-62
-3% -$7.92K 0.02% 550
2023
Q4 		$220K Buy
+1,847
New +$201K 0.02% 551

Other funds holding ARES

BlackRock
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dorsey & Whitney Trust's ARES Position: Q1 2026 in Review

Dorsey & Whitney Trust increased its Ares Management (ARES) stake by 6.6% in Q1 2026, buying an estimated $33.6K and bringing the position to 4,089 shares worth $446K. The position accounts for 0.02% of the portfolio, ranked #465.

Dorsey & Whitney Trust first reported a position in ARES in Q4 2023 and has held it in 10 quarters since. The position peaked at $820K in Q2 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Dorsey & Whitney Trust held 4,089 shares of Ares Management worth $446K as of Q1 2026.
  • Dorsey & Whitney Trust bought 253 Ares Management shares in Q1 2026, an estimated $33.6K.
  • Ares Management made up 0.02% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #465 holding.
  • Dorsey & Whitney Trust first reported a position in Ares Management in Q4 2023 and has held it in 10 quarters since.
  • Dorsey & Whitney Trust's Ares Management position peaked at $820K in Q2 2025.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.