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 New York $6.73T AUM 46.02% 1-Year Est. Return

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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Citizens Bank & Trust's ARES Position: Q1 2026 in Review

First Citizens Bank & Trust sold out of Ares Management (ARES) in Q1 2026, closing a stake of 1,703 shares — an estimated $275K sold.

First Citizens Bank & Trust first reported a position in ARES in Q1 2024 and held it in 8 quarters. The position peaked at $972K in Q4 2024. 800 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

First Citizens Bank & Trust reported no remaining Ares Management position as of Q1 2026 after selling out during the quarter.
First Citizens Bank & Trust sold 1,703 Ares Management shares in Q1 2026, an estimated $275K.
First Citizens Bank & Trust first reported a position in Ares Management in Q1 2024 and held it in 8 quarters.
First Citizens Bank & Trust's Ares Management position peaked at $972K in Q4 2024.
800 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on First Citizens Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.