Golden State Equity Partners’s Ares Management ARES Stock Holding History

Golden State Equity Partners’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	$439K	Sell	4,024 -344	-8%	-$45.6K	0.03%	484
2025 Q4	$706K	Sell	4,368 -494	-10%	-$77K	0.11%	201
2025 Q3	$777K	Buy	4,862 +111	+2%	+$20K	0.13%	187
2025 Q2	$823K	Buy	4,751 +264	+6%	+$41.7K	0.15%	164
2025 Q1	$658K	Buy	4,487 +393	+10%	+$67.9K	0.13%	193
2024 Q4	$725K	Buy	4,094 +603	+17%	+$103K	0.14%	175
2024 Q3	$544K	Buy	3,491 +1,502	+76%	+$218K	0.29%	76
2024 Q2	$265K	Buy	+1,989	New	+$272K	0.06%	340

Other funds holding ARES

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Golden State Equity Partners's ARES Position: Q1 2026 in Review

Golden State Equity Partners reduced its Ares Management (ARES) stake by 7.9% in Q1 2026, selling an estimated $45.6K and leaving 4,024 shares worth $439K. The position accounts for 0.03% of the portfolio, ranked #484.

Golden State Equity Partners first reported a position in ARES in Q2 2024 and has held it in 8 quarters since. The position peaked at $823K in Q2 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

Golden State Equity Partners held 4,024 shares of Ares Management worth $439K as of Q1 2026.
Golden State Equity Partners sold 344 Ares Management shares in Q1 2026, an estimated $45.6K.
Ares Management made up 0.03% of Golden State Equity Partners's portfolio in Q1 2026, its #484 holding.
Golden State Equity Partners first reported a position in Ares Management in Q2 2024 and has held it in 8 quarters since.
Golden State Equity Partners's Ares Management position peaked at $823K in Q2 2025.
794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.