Larson Financial Group’s Ares Management ARES Stock Holding History

Larson Financial Group’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	$218K	Sell	2,001 -529	-21%	-$70.2K	0.01%	693
2025 Q4	$409K	Buy	2,530 +33	+1%	+$5.14K	0.01%	526
2025 Q3	$399K	Buy	2,497 +9	+0.4%	+$1.62K	0.01%	524
2025 Q2	$431K	Buy	2,488 +317	+15%	+$50.1K	0.02%	471
2025 Q1	$318K	Buy	2,171 +124	+6%	+$21.4K	0.02%	510
2024 Q4	$362K	Buy	2,047 +8	+0.4%	+$1.36K	0.02%	435
2024 Q3	$318K	Buy	2,039 +1,439	+240%	+$209K	0.02%	457
2024 Q2	$80K	Buy	+600	New	+$81.9K	0.01%	702
2023 Q4	–	Sell	-15	Closed	-$1.54K	–	1798
2023 Q3	$1.54K	Buy	+15	New	+$1.52K	﹤0.01%	1410

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

Larson Financial Group's ARES Position: Q1 2026 in Review

Larson Financial Group reduced its Ares Management (ARES) stake by 21% in Q1 2026, selling an estimated $70.2K and leaving 2,001 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #693.

Larson Financial Group first reported a position in ARES in Q3 2023 and has held it in 9 quarters since. The position peaked at $431K in Q2 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

Larson Financial Group held 2,001 shares of Ares Management worth $218K as of Q1 2026.
Larson Financial Group sold 529 Ares Management shares in Q1 2026, an estimated $70.2K.
Ares Management made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #693 holding.
Larson Financial Group first reported a position in Ares Management in Q3 2023 and has held it in 9 quarters since.
Larson Financial Group's Ares Management position peaked at $431K in Q2 2025.
794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.