Frank Rimerman Advisors’s Ares Management ARES Stock Holding History

Frank Rimerman Advisors’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 Q3	$1.22M	Buy	10,472 +1	+0%	+$131	0.07%	216
2026 Q2	$1.17M	Buy	+10,471	New	+$1.26M	0.07%	216
2026 Q1	–	Sell	-4,526	Closed	-$732K	–	594
2025 Q4	$732K	Buy	4,526 +39	+0.9%	+$6.08K	0.05%	298
2025 Q3	$717K	Sell	4,487 -3	-0.1%	-$541	0.05%	291
2025 Q2	$778K	Sell	4,490 -956	-18%	-$151K	0.05%	254
2025 Q1	$798K	Buy	5,446 +671	+14%	+$116K	0.06%	230
2024 Q4	$845K	Buy	4,775 +65	+1%	+$11.1K	0.06%	220
2024 Q3	$734K	Buy	4,710 +7	+0.1%	+$1.02K	0.05%	267
2024 Q2	$627K	Buy	+4,703	New	+$642K	0.04%	297

Other funds holding ARES

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Sumitomo Mitsui Financial Group Tokyo, Japan $5.57B AUM 5.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Frank Rimerman Advisors's ARES Position: Q3 2026 in Review

Frank Rimerman Advisors increased its Ares Management (ARES) stake by 0.01% in Q3 2026, buying an estimated $131 and bringing the position to 10,472 shares worth $1.22M. The position accounts for 0.07% of the portfolio, ranked #216.

Frank Rimerman Advisors first reported a position in ARES in Q2 2024 and has held it in 9 quarters since. 630 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

Frank Rimerman Advisors held 10,472 shares of Ares Management worth $1.22M as of Q3 2026.
Frank Rimerman Advisors bought 1 Ares Management share in Q3 2026, an estimated $131.
Ares Management made up 0.07% of Frank Rimerman Advisors's portfolio in Q3 2026, its #216 holding.
Frank Rimerman Advisors first reported a position in Ares Management in Q2 2024 and has held it in 9 quarters since.
630 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.