Focus Partners Wealth
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Focus Partners Wealth’s Ares Management ARES Stock Holding History

Focus Partners Wealth’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 		$269K Buy
2,467
+292
+13% +$38.7K ﹤0.01% 2256
2025
Q4 		$352K Buy
+2,175
New +$339K ﹤0.01% 2138
2025
Q3 		– Sell
-2,155
Closed -$373K – 2207
2025
Q2 		$373K Buy
2,155
+253
+13% +$40K ﹤0.01% 1579
2025
Q1 		$279K Buy
1,902
+252
+15% +$43.5K ﹤0.01% 1615
2024
Q4 		$292K Buy
+1,650
New +$282K ﹤0.01% 1565

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

Focus Partners Wealth's ARES Position: Q1 2026 in Review

Focus Partners Wealth increased its Ares Management (ARES) stake by 13% in Q1 2026, buying an estimated $38.7K and bringing the position to 2,467 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #2256.

Focus Partners Wealth first reported a position in ARES in Q4 2024 and has held it in 5 quarters since. The position peaked at $373K in Q2 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Focus Partners Wealth held 2,467 shares of Ares Management worth $269K as of Q1 2026.
  • Focus Partners Wealth bought 292 Ares Management shares in Q1 2026, an estimated $38.7K.
  • Ares Management made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2256 holding.
  • Focus Partners Wealth first reported a position in Ares Management in Q4 2024 and has held it in 5 quarters since.
  • Focus Partners Wealth's Ares Management position peaked at $373K in Q2 2025.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.