Optima Capital’s Ares Management ARES Stock Holding History

Optima Capital’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	–	Sell	-1	Closed	-$162	–	228
2025 Q4	$162	Buy	+1	New	+$156	﹤0.01%	1338

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

Optima Capital's ARES Position: Q1 2026 in Review

Optima Capital sold out of Ares Management (ARES) in Q1 2026, closing a stake of 1 share — an estimated $162 sold.

Optima Capital first reported a position in ARES in Q4 2025 and held it in 1 quarter. The position peaked at $162 in Q4 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

Optima Capital reported no remaining Ares Management position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 1 Ares Management share in Q1 2026, an estimated $162.
Optima Capital first reported a position in Ares Management in Q4 2025 and held it in 1 quarter.
Optima Capital's Ares Management position peaked at $162 in Q4 2025.
794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.