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Estate Planners Group’s Ares Management ARES Stock Holding History

Estate Planners Group’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
-1,581
Closed -$256K – 102
2025
Q4 		$256K Buy
+1,581
New +$246K 0.11% 60

Other funds holding ARES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Estate Planners Group's ARES Position: Q1 2026 in Review

Estate Planners Group sold out of Ares Management (ARES) in Q1 2026, closing a stake of 1,581 shares — an estimated $256K sold.

Estate Planners Group first reported a position in ARES in Q4 2025 and held it in 1 quarter. The position peaked at $256K in Q4 2025. 800 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Estate Planners Group reported no remaining Ares Management position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 1,581 Ares Management shares in Q1 2026, an estimated $256K.
  • Estate Planners Group first reported a position in Ares Management in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Ares Management position peaked at $256K in Q4 2025.
  • 800 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.