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Personal CFO Solutions’s Ares Management ARES Stock Holding History

Personal CFO Solutions’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 		$394K Sell
3,615
-183
-5% -$24.3K 0.06% 301
2025
Q4 		$614K Buy
3,798
+9
+0.2% +$1.4K 0.1% 198
2025
Q3 		$606K Buy
3,789
+47
+1% +$8.48K 0.11% 193
2025
Q2 		$648K Sell
3,742
-85
-2% -$13.4K 0.12% 182
2025
Q1 		$561K Sell
3,827
-127
-3% -$21.9K 0.11% 193
2024
Q4 		$700K Sell
3,954
-394
-9% -$67.2K 0.14% 160
2024
Q3 		$678K Buy
4,348
+21
+0.5% +$3.05K 0.09% 204
2024
Q2 		$577K Buy
4,327
+700
+19% +$95.6K 0.09% 223
2024
Q1 		$482K Buy
3,627
+9
+0.2% +$1.15K 0.08% 263
2023
Q4 		$430K Buy
3,618
+9
+0.2% +$977 0.07% 268
2023
Q3 		$371K Sell
3,609
-53
-1% -$5.36K 0.07% 269
2023
Q2 		$353K Buy
3,662
+29
+0.8% +$2.51K 0.07% 294
2023
Q1 		$303K Buy
3,633
+195
+6% +$15.5K 0.06% 309
2022
Q4 		$235K Sell
3,438
-18
-0.5% -$1.3K 0.05% 371
2022
Q3 		$214K Buy
+3,456
New +$242K 0.05% 354
2022
Q2 		– Sell
-3,625
Closed -$294K – 436
2022
Q1 		$294K Sell
3,625
-620
-15% -$47.6K 0.06% 333
2021
Q4 		$345K Buy
4,245
+280
+7% +$22.8K 0.06% 282
2021
Q3 		$293K Sell
3,965
-275
-6% -$19.8K 0.06% 293
2021
Q2 		$270K Buy
4,240
+636
+18% +$35.6K 0.06% 322
2021
Q1 		$202K Buy
+3,604
New +$181K 0.04% 383

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

Personal CFO Solutions's ARES Position: Q1 2026 in Review

Personal CFO Solutions reduced its Ares Management (ARES) stake by 4.8% in Q1 2026, selling an estimated $24.3K and leaving 3,615 shares worth $394K. The position accounts for 0.06% of the portfolio, ranked #301.

Personal CFO Solutions first reported a position in ARES in Q1 2021 and has held it in 20 quarters since. The position peaked at $700K in Q4 2024. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Personal CFO Solutions held 3,615 shares of Ares Management worth $394K as of Q1 2026.
  • Personal CFO Solutions sold 183 Ares Management shares in Q1 2026, an estimated $24.3K.
  • Ares Management made up 0.06% of Personal CFO Solutions's portfolio in Q1 2026, its #301 holding.
  • Personal CFO Solutions first reported a position in Ares Management in Q1 2021 and has held it in 20 quarters since.
  • Personal CFO Solutions's Ares Management position peaked at $700K in Q4 2024.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.