Larson Financial Group
ARES icon

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
Q3 		$258K Buy
2,219
+143
+7% +$18.7K 0.01% 849
2026
Q2 		$231K Buy
2,076
+75
+4% +$9K 0.01% 795
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vulcan Value Partners
Vulcan Value Partners Birmingham, Alabama $3.13B AUM 1.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Larson Financial Group's ARES Position: Q3 2026 in Review

Larson Financial Group increased its Ares Management (ARES) stake by 6.9% in Q3 2026, buying an estimated $18.7K and bringing the position to 2,219 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #849.

Larson Financial Group first reported a position in ARES in Q3 2023 and has held it in 11 quarters since. The position peaked at $431K in Q2 2025. 491 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • Larson Financial Group held 2,219 shares of Ares Management worth $258K as of Q3 2026.
  • Larson Financial Group bought 143 Ares Management shares in Q3 2026, an estimated $18.7K.
  • Ares Management made up 0.01% of Larson Financial Group's portfolio in Q3 2026, its #849 holding.
  • Larson Financial Group first reported a position in Ares Management in Q3 2023 and has held it in 11 quarters since.
  • Larson Financial Group's Ares Management position peaked at $431K in Q2 2025.
  • 491 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.