FT
ARES icon

Fiduciary Trust’s Ares Management ARES Stock Holding History

Fiduciary 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 		$824K Buy
7,550
+5,288
+234% +$702K 0.01% 450
2025
Q4 		$366K Buy
2,262
+112
+5% +$17.4K ﹤0.01% 660
2025
Q3 		$344K Hold
2,150
– – ﹤0.01% 659
2025
Q2 		$372K Sell
2,150
-51
-2% -$8.06K ﹤0.01% 615
2025
Q1 		$323K Buy
2,201
+272
+14% +$47K ﹤0.01% 646
2024
Q4 		$341K Buy
+1,929
New +$329K ﹤0.01% 549

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 Trust's ARES Position: Q1 2026 in Review

Fiduciary Trust increased its Ares Management (ARES) stake by 234% in Q1 2026, buying an estimated $702K and bringing the position to 7,550 shares worth $824K. The position accounts for 0.01% of the portfolio, ranked #450.

Fiduciary Trust first reported a position in ARES in Q4 2024 and has held it in 6 quarters since. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Fiduciary Trust held 7,550 shares of Ares Management worth $824K as of Q1 2026.
  • Fiduciary Trust bought 5,288 Ares Management shares in Q1 2026, an estimated $702K.
  • Ares Management made up 0.01% of Fiduciary Trust's portfolio in Q1 2026, its #450 holding.
  • Fiduciary Trust first reported a position in Ares Management in Q4 2024 and has held it in 6 quarters since.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.