Key Financial Inc’s Ares Management ARES Stock Holding History

Key Financial Inc’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	$43.6K	Sell	400 -7	-2%	-$929	0.01%	560
2025 Q4	$65.8K	Hold	407	–	–	0.01%	471
2025 Q3	$62.7K	Buy	407 +7	+2%	+$1.26K	0.01%	473
2025 Q2	$69.3K	Hold	400	–	–	0.01%	436
2025 Q1	$58.6K	Hold	400	–	–	0.01%	456
2024 Q4	$70.8K	Hold	400	–	–	0.02%	421
2024 Q3	$62.3K	Hold	400	–	–	0.01%	445
2024 Q2	$53.3K	Buy	+400	New	+$54.6K	0.01%	458
2023 Q1	–	Sell	-50	Closed	-$3.1K	–	1167
2022 Q4	$3.1K	Hold	50	–	–	﹤0.01%	877
2022 Q3	$3K	Hold	50	–	–	﹤0.01%	866
2022 Q2	$3K	Hold	50	–	–	﹤0.01%	866
2022 Q1	$4K	Hold	50	–	–	﹤0.01%	814
2021 Q4	$4K	Buy	+50	New	+$4.07K	﹤0.01%	734

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

Key Financial Inc's ARES Position: Q1 2026 in Review

Key Financial Inc reduced its Ares Management (ARES) stake by 1.7% in Q1 2026, selling an estimated $929 and leaving 400 shares worth $43.6K. The position accounts for 0.01% of the portfolio, ranked #560.

Key Financial Inc first reported a position in ARES in Q4 2021 and has held it in 13 quarters since. The position peaked at $70.8K in Q4 2024. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

Key Financial Inc held 400 shares of Ares Management worth $43.6K as of Q1 2026.
Key Financial Inc sold 7 Ares Management shares in Q1 2026, an estimated $929.
Ares Management made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #560 holding.
Key Financial Inc first reported a position in Ares Management in Q4 2021 and has held it in 13 quarters since.
Key Financial Inc's Ares Management position peaked at $70.8K in Q4 2024.
794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.