FCBT
ARES icon

First Citizens Bank & Trust’s Ares Management ARES Stock Holding History

First Citizens Bank & 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 		– Sell
-1,703
Closed -$275K – 641
2025
Q4 		$275K Sell
1,703
-695
-29% -$108K 0.01% 570
2025
Q3 		$383K Sell
2,398
-1,029
-30% -$186K 0.01% 493
2025
Q2 		$594K Sell
3,427
-826
-19% -$131K 0.01% 395
2025
Q1 		$624K Sell
4,253
-1,237
-23% -$214K 0.02% 283
2024
Q4 		$972K Buy
5,490
+90
+2% +$15.4K 0.02% 241
2024
Q3 		$842K Buy
5,400
+324
+6% +$47K 0.02% 258
2024
Q2 		$677K Buy
5,076
+3,265
+180% +$446K 0.01% 283
2024
Q1 		$241K Buy
+1,811
New +$231K ﹤0.01% 398

Other funds holding ARES

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.92B 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