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BFC Planning, Inc.’s Ares Management ARES Stock Holding History

BFC Planning, Inc.’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 		$212K Sell
1,828
-108
-6% -$14.1K 0.01% 905
2026
Q2 		$216K Buy
1,936
+32
+2% +$3.84K 0.01% 906
2026
Q1 		$208K Buy
1,904
+723
+61% +$95.9K 0.01% 860
2025
Q4 		$191K Buy
1,181
+4
+0.3% +$623 0.01% 883
2025
Q3 		$188K Sell
1,177
-106
-8% -$19.1K 0.01% 687
2025
Q2 		$222K Buy
1,283
+29
+2% +$4.59K 0.02% 599
2025
Q1 		$184K Buy
1,254
+91
+8% +$15.7K 0.02% 644
2024
Q4 		$206K Buy
1,163
+188
+19% +$32.1K 0.02% 601
2024
Q3 		$152K Buy
+975
New +$141K 0.01% 714

Other funds holding ARES

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group Tokyo, Japan $5.57B AUM 5.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BFC Planning, Inc.'s ARES Position: Q3 2026 in Review

BFC Planning, Inc. reduced its Ares Management (ARES) stake by 5.6% in Q3 2026, selling an estimated $14.1K and leaving 1,828 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #905.

BFC Planning, Inc. first reported a position in ARES in Q3 2024 and has held it in 9 quarters since. The position peaked at $222K in Q2 2025. 679 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • BFC Planning, Inc. held 1,828 shares of Ares Management worth $212K as of Q3 2026.
  • BFC Planning, Inc. sold 108 Ares Management shares in Q3 2026, an estimated $14.1K.
  • Ares Management made up 0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #905 holding.
  • BFC Planning, Inc. first reported a position in Ares Management in Q3 2024 and has held it in 9 quarters since.
  • BFC Planning, Inc.'s Ares Management position peaked at $222K in Q2 2025.
  • 679 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.