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Kingsview Wealth Management’s Ares Management ARES Stock Holding History

Kingsview Wealth Management’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 		$2.87M Buy
26,304
+4,534
+21% +$602K 0.04% 435
2025
Q4 		$3.52M Buy
+21,770
New +$3.39M 0.05% 348
2025
Q3 		– Sell
-1,625
Closed -$281K – 1198
2025
Q2 		$281K Buy
1,625
+63
+4% +$9.96K ﹤0.01% 965
2025
Q1 		$229K Sell
1,562
-6
-0.4% -$1.04K ﹤0.01% 989
2024
Q4 		$278K Buy
1,568
+150
+11% +$25.6K 0.01% 936
2024
Q3 		$221K Buy
+1,418
New +$206K ﹤0.01% 997

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

Kingsview Wealth Management's ARES Position: Q1 2026 in Review

Kingsview Wealth Management increased its Ares Management (ARES) stake by 21% in Q1 2026, buying an estimated $602K and bringing the position to 26,304 shares worth $2.87M. The position accounts for 0.04% of the portfolio, ranked #435.

Kingsview Wealth Management first reported a position in ARES in Q3 2024 and has held it in 6 quarters since. The position peaked at $3.52M in Q4 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Kingsview Wealth Management held 26,304 shares of Ares Management worth $2.87M as of Q1 2026.
  • Kingsview Wealth Management bought 4,534 Ares Management shares in Q1 2026, an estimated $602K.
  • Ares Management made up 0.04% of Kingsview Wealth Management's portfolio in Q1 2026, its #435 holding.
  • Kingsview Wealth Management first reported a position in Ares Management in Q3 2024 and has held it in 6 quarters since.
  • Kingsview Wealth Management's Ares Management position peaked at $3.52M in Q4 2025.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.