Fiduciary Family Office’s Ares Management ARES Stock Holding History

Fiduciary Family Office’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	-1,956	Closed	-$316K	–	183
2025 Q4	$316K	Sell	1,956 -549	-22%	-$85.5K	0.09%	136
2025 Q3	$401K	Sell	2,505 -686	-21%	-$124K	0.11%	134
2025 Q2	$553K	Hold	3,191	–	–	0.18%	116
2025 Q1	$468K	Buy	+3,191	New	+$551K	0.16%	128
2024 Q4	–	Sell	-3,337	Closed	-$520K	–	91
2024 Q3	$520K	Sell	3,337 -2,741	-45%	-$398K	0.17%	129
2024 Q2	$810K	Buy	+6,078	New	+$830K	0.32%	78
2024 Q1	–	Sell	-2,308	Closed	-$274K	–	211
2023 Q4	$274K	Buy	+2,308	New	+$251K	0.12%	173

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

Fiduciary Family Office's ARES Position: Q1 2026 in Review

Fiduciary Family Office sold out of Ares Management (ARES) in Q1 2026, closing a stake of 1,956 shares — an estimated $316K sold.

Fiduciary Family Office first reported a position in ARES in Q4 2023 and held it in 7 quarters. The position peaked at $810K in Q2 2024. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

Fiduciary Family Office reported no remaining Ares Management position as of Q1 2026 after selling out during the quarter.
Fiduciary Family Office sold 1,956 Ares Management shares in Q1 2026, an estimated $316K.
Fiduciary Family Office first reported a position in Ares Management in Q4 2023 and held it in 7 quarters.
Fiduciary Family Office's Ares Management position peaked at $810K in Q2 2024.
794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.