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 Q3	$882K	Sell	7,593 -20	-0.3%	-$2.61K	0.11%	84
2026 Q2	$847K	Buy	7,613 +3,503	+85%	+$420K	0.11%	89
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

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

ICG Advisors Los Angeles, California $136M AUM 28.28% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

Lee Financial's ARES Position: Q3 2026 in Review

Lee Financial reduced its Ares Management (ARES) stake by 0.26% in Q3 2026, selling an estimated $2.61K and leaving 7,593 shares worth $882K. The position accounts for 0.11% of the portfolio, ranked #84.

Lee Financial first reported a position in ARES in Q4 2021 and has held it in 10 quarters since. 160 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

Lee Financial held 7,593 shares of Ares Management worth $882K as of Q3 2026.
Lee Financial sold 20 Ares Management shares in Q3 2026, an estimated $2.61K.
Ares Management made up 0.11% of Lee Financial's portfolio in Q3 2026, its #84 holding.
Lee Financial first reported a position in Ares Management in Q4 2021 and has held it in 10 quarters since.
160 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.