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Leavell Investment Management’s Ares Management ARES Stock Holding History

Leavell Investment 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 		$1.85M Sell
16,970
-4,190
-20% -$556K 0.08% 232
2025
Q4 		$3.42M Buy
21,160
+81
+0.4% +$12.6K 0.14% 157
2025
Q3 		$3.37M Buy
21,079
+15
+0.1% +$2.71K 0.14% 158
2025
Q2 		$3.65M Hold
21,064
– – 0.16% 144
2025
Q1 		$3.09M Buy
21,064
+182
+0.9% +$31.4K 0.15% 147
2024
Q4 		$3.7M Hold
20,882
– – 0.18% 129
2024
Q3 		$3.25M Buy
20,882
+264
+1% +$38.3K 0.16% 137
2024
Q2 		$2.75M Buy
20,618
+228
+1% +$31.1K 0.15% 142
2024
Q1 		$2.71M Hold
20,390
– – 0.16% 138
2023
Q4 		$2.42M Hold
20,390
– – 0.15% 140
2023
Q3 		$2.1M Hold
20,390
– – 0.15% 147
2023
Q2 		$1.97M Buy
20,390
+1,200
+6% +$104K 0.13% 156
2023
Q1 		$1.6M Hold
19,190
– – 0.11% 182
2022
Q4 		$1.31M Buy
19,190
+50
+0.3% +$3.61K 0.1% 200
2022
Q3 		$1.19M Hold
19,140
– – 0.09% 199
2022
Q2 		$1.09M Hold
19,140
– – 0.08% 215
2022
Q1 		$1.55M Hold
19,140
– – 0.11% 176
2021
Q4 		$1.56M Buy
19,140
+200
+1% +$16.3K 0.1% 182
2021
Q3 		$1.4M Buy
18,940
+4,440
+31% +$320K 0.1% 179
2021
Q2 		$812K Hold
14,500
– – 0.07% 228
2021
Q1 		$812K Buy
14,500
+1,500
+12% +$75.4K 0.07% 228
2020
Q4 		$612K Hold
13,000
– – 0.05% 252
2020
Q3 		$525K Buy
13,000
+1,000
+8% +$39.9K 0.05% 259
2020
Q2 		$476K Buy
12,000
+1,250
+12% +$44.2K 0.05% 259
2020
Q1 		$332K Buy
+10,750
New +$376K 0.04% 277

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

Leavell Investment Management's ARES Position: Q1 2026 in Review

Leavell Investment Management reduced its Ares Management (ARES) stake by 20% in Q1 2026, selling an estimated $556K and leaving 16,970 shares worth $1.85M. The position accounts for 0.08% of the portfolio, ranked #232.

Leavell Investment Management first reported a position in ARES in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.7M in Q4 2024. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Leavell Investment Management held 16,970 shares of Ares Management worth $1.85M as of Q1 2026.
  • Leavell Investment Management sold 4,190 Ares Management shares in Q1 2026, an estimated $556K.
  • Ares Management made up 0.08% of Leavell Investment Management's portfolio in Q1 2026, its #232 holding.
  • Leavell Investment Management first reported a position in Ares Management in Q1 2020 and has held it in 25 quarters since.
  • Leavell Investment Management's Ares Management position peaked at $3.7M in Q4 2024.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

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