Journey Strategic Wealth’s Ares Management ARES Stock Holding History

Journey Strategic Wealth’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	$261K	Buy	+2,395	New	+$318K	0.01%	618

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

Journey Strategic Wealth's ARES Position: Q1 2026 in Review

Journey Strategic Wealth opened a new position in Ares Management (ARES) in Q1 2026: 2,395 shares worth $261K. The stake represents 0.01% of the portfolio and ranks #618 among its holdings.

799 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

Journey Strategic Wealth held 2,395 shares of Ares Management worth $261K as of Q1 2026.
Ares Management was a new Journey Strategic Wealth position in Q1 2026.
Ares Management made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #618 holding.
799 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.