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PFG Investments’s Ares Management ARES Stock Holding History

PFG Investments’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
-1,440
Closed -$233K – 1196
2025
Q4 		$233K Buy
1,440
+111
+8% +$17.3K 0.01% 941
2025
Q3 		$213K Sell
1,329
-148
-10% -$26.7K 0.01% 940
2025
Q2 		$256K Buy
+1,477
New +$234K 0.02% 804
2025
Q1 		– Sell
-1,345
Closed -$238K – 1022
2024
Q4 		$238K Sell
1,345
-121
-8% -$20.6K 0.01% 817
2024
Q3 		$228K Buy
+1,466
New +$213K 0.01% 838

Other funds holding ARES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PFG Investments's ARES Position: Q1 2026 in Review

PFG Investments sold out of Ares Management (ARES) in Q1 2026, closing a stake of 1,440 shares — an estimated $233K sold.

PFG Investments first reported a position in ARES in Q3 2024 and held it in 5 quarters. The position peaked at $256K in Q2 2025. 799 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • PFG Investments reported no remaining Ares Management position as of Q1 2026 after selling out during the quarter.
  • PFG Investments sold 1,440 Ares Management shares in Q1 2026, an estimated $233K.
  • PFG Investments first reported a position in Ares Management in Q3 2024 and held it in 5 quarters.
  • PFG Investments's Ares Management position peaked at $256K in Q2 2025.
  • 799 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on PFG Investments's 13F filing for Q1 2026, filed 27 Apr 2026.