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 Q3	$46.8K	Buy	403 +3	+0.8%	+$392	0.01%	542
2026 Q2	$44.5K	Hold	400	–	–	0.01%	561
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

ICG Advisors Los Angeles, California $136M AUM 28.28% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Key Financial Inc's ARES Position: Q3 2026 in Review

Key Financial Inc increased its Ares Management (ARES) stake by 0.75% in Q3 2026, buying an estimated $392 and bringing the position to 403 shares worth $46.8K. The position accounts for 0.01% of the portfolio, ranked #542.

Key Financial Inc first reported a position in ARES in Q4 2021 and has held it in 15 quarters since. The position peaked at $70.8K in Q4 2024. 408 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

Key Financial Inc held 403 shares of Ares Management worth $46.8K as of Q3 2026.
Key Financial Inc bought 3 Ares Management shares in Q3 2026, an estimated $392.
Ares Management made up 0.01% of Key Financial Inc's portfolio in Q3 2026, its #542 holding.
Key Financial Inc first reported a position in Ares Management in Q4 2021 and has held it in 15 quarters since.
Key Financial Inc's Ares Management position peaked at $70.8K in Q4 2024.
408 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.