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Lee Financial’s Ares Management ARES Stock Holding History

Lee Financial’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 		$448K Buy
+4,110
New +$545K 0.06% 109
2024
Q1 		– Sell
-8
Closed -$952 – 193
2023
Q4 		$952 Hold
8
– – ﹤0.01% 799
2023
Q3 		$823 Hold
8
– – ﹤0.01% 780
2023
Q2 		$771 Hold
8
– – ﹤0.01% 730
2023
Q1 		$668 Sell
8
-20
-71% -$1.59K ﹤0.01% 749
2022
Q4 		$1.92K Buy
28
+2
+8% +$144 ﹤0.01% 704
2022
Q3 		$2K Buy
+26
New +$1.82K ﹤0.01% 646
2022
Q1 		– Sell
-20
Closed -$2K – 768
2021
Q4 		$2K Buy
+20
New +$1.63K ﹤0.01% 702

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

Lee Financial's ARES Position: Q1 2026 in Review

Lee Financial opened a new position in Ares Management (ARES) in Q1 2026: 4,110 shares worth $448K. The stake represents 0.06% of the portfolio and ranks #109 among its holdings. This is a return to the name: Lee Financial previously reported a position in ARES as recently as Q4 2023.

Lee Financial first reported a position in ARES in Q4 2021 and has held it in 8 quarters since. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Lee Financial held 4,110 shares of Ares Management worth $448K as of Q1 2026.
  • Ares Management was a new Lee Financial position in Q1 2026.
  • Ares Management made up 0.06% of Lee Financial's portfolio in Q1 2026, its #109 holding.
  • Lee Financial first reported a position in Ares Management in Q4 2021 and has held it in 8 quarters since.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.