Next Level Wealth Planning’s Ares Management ARES Stock Holding History

Next Level Wealth Planning’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	$13.9K	Buy	+120	New	+$15.7K	0.01%	302

Other funds holding ARES

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Next Level Wealth Planning's ARES Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Ares Management (ARES) in Q3 2026: 120 shares worth $13.9K. The stake represents 0.01% of the portfolio and ranks #302 among its holdings.

402 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

Next Level Wealth Planning held 120 shares of Ares Management worth $13.9K as of Q3 2026.
Ares Management was a new Next Level Wealth Planning position in Q3 2026.
Ares Management made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #302 holding.
402 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.