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Kestra Advisory Services’s Ares Management ARES Stock Holding History

Kestra 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 		– Sell
-9,264
Closed -$1.5M – 3181
2025
Q4 		$1.5M Buy
9,264
+705
+8% +$110K 0.01% 1397
2025
Q3 		$1.37M Sell
8,559
-212
-2% -$38.2K 0.01% 1385
2025
Q2 		$1.52M Buy
8,771
+459
+6% +$72.6K 0.01% 1230
2025
Q1 		$1.22M Buy
8,312
+1,885
+29% +$326K 0.01% 1271
2024
Q4 		$1.14M Sell
6,427
-1,985
-24% -$339K 0.01% 1337
2024
Q3 		$1.31M Buy
8,412
+554
+7% +$80.4K 0.01% 1170
2024
Q2 		$1.05M Sell
7,858
-174
-2% -$23.8K 0.01% 1294
2024
Q1 		$1.07M Sell
8,032
-714
-8% -$91.2K 0.01% 1194
2023
Q4 		$1.04M Buy
8,746
+305
+4% +$33.1K 0.01% 1098
2023
Q3 		$868K Sell
8,441
-448
-5% -$45.3K 0.01% 1062
2023
Q2 		$856K Buy
8,889
+220
+3% +$19K 0.01% 1055
2023
Q1 		$723K Sell
8,669
-13,901
-62% -$1.11M 0.01% 1094
2022
Q4 		$1.54M Buy
22,570
+9,276
+70% +$669K 0.01% 861
2022
Q3 		$824K Sell
13,294
-862
-6% -$60.3K 0.01% 1057
2022
Q2 		$805K Buy
14,156
+1,494
+12% +$103K 0.01% 1081
2022
Q1 		$1.03M Buy
12,662
+10,080
+390% +$774K 0.01% 943
2021
Q4 		$210K Buy
+2,582
New +$210K ﹤0.01% 1846

Other funds holding ARES

BlackRock
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Kestra Advisory Services sold out of Ares Management (ARES) in Q1 2026, closing a stake of 9,264 shares — an estimated $1.5M sold.

Kestra Advisory Services first reported a position in ARES in Q4 2021 and held it in 17 quarters. The position peaked at $1.54M in Q4 2022. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Kestra Advisory Services reported no remaining Ares Management position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 9,264 Ares Management shares in Q1 2026, an estimated $1.5M.
  • Kestra Advisory Services first reported a position in Ares Management in Q4 2021 and held it in 17 quarters.
  • Kestra Advisory Services's Ares Management position peaked at $1.54M in Q4 2022.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.