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Fiduciary Group’s Ares Management ARES Stock Holding History

Fiduciary 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
-1,715
Closed -$277K – 298
2025
Q4 		$277K Sell
1,715
-90
-5% -$14K 0.02% 260
2025
Q3 		$289K Buy
1,805
+53
+3% +$9.56K 0.03% 253
2025
Q2 		$303K Sell
1,752
-20
-1% -$3.16K 0.03% 243
2025
Q1 		$260K Hold
1,772
– – 0.03% 247
2024
Q4 		$314K Buy
1,772
+7
+0.4% +$1.19K 0.03% 229
2024
Q3 		$275K Hold
1,765
– – 0.03% 244
2024
Q2 		$235K Hold
1,765
– – 0.03% 249
2024
Q1 		$235K Buy
1,765
+28
+2% +$3.58K 0.03% 248
2023
Q4 		$207K Buy
+1,737
New +$189K 0.02% 252

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

Fiduciary Group's ARES Position: Q1 2026 in Review

Fiduciary Group sold out of Ares Management (ARES) in Q1 2026, closing a stake of 1,715 shares — an estimated $277K sold.

Fiduciary Group first reported a position in ARES in Q4 2023 and held it in 9 quarters. The position peaked at $314K in Q4 2024. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Fiduciary Group reported no remaining Ares Management position as of Q1 2026 after selling out during the quarter.
  • Fiduciary Group sold 1,715 Ares Management shares in Q1 2026, an estimated $277K.
  • Fiduciary Group first reported a position in Ares Management in Q4 2023 and held it in 9 quarters.
  • Fiduciary Group's Ares Management position peaked at $314K in Q4 2024.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

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