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Kestra Private Wealth Services’s Ares Management ARES Stock Holding History

Kestra Private Wealth 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 		$259K Buy
+2,372
New +$315K ﹤0.01% 1518
2025
Q3 		– Sell
-1,358
Closed -$235K – 1673
2025
Q2 		$235K Buy
+1,358
New +$215K ﹤0.01% 1427
2025
Q1 		– Sell
-1,234
Closed -$218K – 1510
2024
Q4 		$218K Sell
1,234
-57
-4% -$9.73K ﹤0.01% 1284
2024
Q3 		$201K Sell
1,291
-1,904
-60% -$276K ﹤0.01% 1269
2024
Q2 		$426K Sell
3,195
-1,430
-31% -$195K 0.01% 895
2024
Q1 		$615K Buy
4,625
+136
+3% +$17.4K 0.01% 719
2023
Q4 		$534K Buy
+4,489
New +$487K 0.01% 704

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 Private Wealth Services's ARES Position: Q1 2026 in Review

Kestra Private Wealth Services opened a new position in Ares Management (ARES) in Q1 2026: 2,372 shares worth $259K. The stake represents ﹤0.01% of the portfolio and ranks #1518 among its holdings. This is a return to the name: Kestra Private Wealth Services previously reported a position in ARES as recently as Q2 2025.

Kestra Private Wealth Services first reported a position in ARES in Q4 2023 and has held it in 7 quarters since. The position peaked at $615K in Q1 2024. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Kestra Private Wealth Services held 2,372 shares of Ares Management worth $259K as of Q1 2026.
  • Ares Management was a new Kestra Private Wealth Services position in Q1 2026.
  • Ares Management made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1518 holding.
  • Kestra Private Wealth Services first reported a position in Ares Management in Q4 2023 and has held it in 7 quarters since.
  • Kestra Private Wealth Services's Ares Management position peaked at $615K in Q1 2024.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.