Longfellow Investment Management’s Ares Management ARES Stock Holding History

Longfellow 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	$797K	Buy	7,309 +2,562	+54%	+$340K	0.17%	88
2025 Q4	$767K	Buy	4,747 +1,154	+32%	+$180K	0.17%	90
2025 Q3	$574K	Buy	+3,593	New	+$648K	0.14%	111
2022 Q1	–	Sell	-717	Closed	-$59K	–	400
2021 Q4	$59K	Hold	717	–	–	0.01%	273
2021 Q3	$53K	Hold	717	–	–	0.01%	300
2021 Q2	$46K	Sell	717 -296	-29%	-$16.5K	0.01%	319
2021 Q1	$57K	Hold	1,013	–	–	0.01%	384
2020 Q4	$48K	Buy	+1,013	New	+$45.8K	0.01%	375

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

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

Longfellow Investment Management increased its Ares Management (ARES) stake by 54% in Q1 2026, buying an estimated $340K and bringing the position to 7,309 shares worth $797K. The position accounts for 0.17% of the portfolio, ranked #88.

Longfellow Investment Management first reported a position in ARES in Q4 2020 and has held it in 8 quarters since. 795 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

Longfellow Investment Management held 7,309 shares of Ares Management worth $797K as of Q1 2026.
Longfellow Investment Management bought 2,562 Ares Management shares in Q1 2026, an estimated $340K.
Ares Management made up 0.17% of Longfellow Investment Management's portfolio in Q1 2026, its #88 holding.
Longfellow Investment Management first reported a position in Ares Management in Q4 2020 and has held it in 8 quarters since.
795 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

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