Forum Financial Management’s Ares Management ARES Stock Holding History

Forum Financial Management’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	-1,482	Closed	-$240K	–	381
2025 Q4	$240K	Hold	1,482	–	–	﹤0.01%	869
2025 Q3	$237K	Buy	1,482 +1	+0.1%	+$180	﹤0.01%	866
2025 Q2	$257K	Buy	1,481 +38	+3%	+$6.01K	﹤0.01%	760
2025 Q1	$212K	Buy	1,443 +3	+0.2%	+$518	﹤0.01%	783
2024 Q4	$255K	Hold	1,440	–	–	﹤0.01%	714
2024 Q3	$224K	Buy	+1,440	New	+$209K	﹤0.01%	668

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 $3.37T AUM 44.26% 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

Forum Financial Management's ARES Position: Q1 2026 in Review

Forum Financial Management sold out of Ares Management (ARES) in Q1 2026, closing a stake of 1,482 shares — an estimated $240K sold.

Forum Financial Management first reported a position in ARES in Q3 2024 and held it in 6 quarters. The position peaked at $257K in Q2 2025. 799 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

Forum Financial Management reported no remaining Ares Management position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 1,482 Ares Management shares in Q1 2026, an estimated $240K.
Forum Financial Management first reported a position in Ares Management in Q3 2024 and held it in 6 quarters.
Forum Financial Management's Ares Management position peaked at $257K in Q2 2025.
799 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.