Insigneo Advisory Services’s Ares Management ARES Stock Holding History

Insigneo Advisory Services’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	$220K	Buy	2,021 +429	+27%	+$56.9K	0.02%	611
2025 Q4	$257K	Buy	1,592 +112	+8%	+$17.4K	0.02%	560
2025 Q3	$237K	Sell	1,480 -18	-1%	-$3.25K	0.02%	583
2025 Q2	$259K	Buy	1,498 +131	+10%	+$20.7K	0.02%	492
2025 Q1	$200K	Buy	1,367 +63	+5%	+$10.9K	0.02%	526
2024 Q4	$231K	Hold	1,304	–	–	0.02%	488
2024 Q3	$203K	Buy	+1,304	New	+$189K	0.02%	550
2024 Q1	–	Sell	-1,910	Closed	-$227K	–	487
2023 Q4	$227K	Sell	1,910 -86	-4%	-$9.34K	0.03%	398
2023 Q3	$205K	Buy	+1,996	New	+$202K	0.04%	363
2023 Q2	–	Sell	-2,580	Closed	-$215K	–	341
2023 Q1	$215K	Sell	2,580 -424	-14%	-$33.7K	0.07%	252
2022 Q4	$206K	Buy	+3,004	New	+$217K	0.08%	242

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

Insigneo Advisory Services's ARES Position: Q1 2026 in Review

Insigneo Advisory Services increased its Ares Management (ARES) stake by 27% in Q1 2026, buying an estimated $56.9K and bringing the position to 2,021 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #611.

Insigneo Advisory Services first reported a position in ARES in Q4 2022 and has held it in 11 quarters since. The position peaked at $259K in Q2 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

Insigneo Advisory Services held 2,021 shares of Ares Management worth $220K as of Q1 2026.
Insigneo Advisory Services bought 429 Ares Management shares in Q1 2026, an estimated $56.9K.
Ares Management made up 0.02% of Insigneo Advisory Services's portfolio in Q1 2026, its #611 holding.
Insigneo Advisory Services first reported a position in Ares Management in Q4 2022 and has held it in 11 quarters since.
Insigneo Advisory Services's Ares Management position peaked at $259K in Q2 2025.
794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.