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Private Advisor Group’s Ares Management ARES Stock Holding History

Private Advisor Group’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
-3,510
Closed -$567K – 2716
2025
Q4 		$567K Sell
3,510
-252
-7% -$39.3K ﹤0.01% 1743
2025
Q3 		$602K Buy
3,762
+276
+8% +$49.8K ﹤0.01% 1676
2025
Q2 		$604K Sell
3,486
-147
-4% -$23.2K ﹤0.01% 1590
2025
Q1 		$533K Sell
3,633
-372
-9% -$64.3K ﹤0.01% 1568
2024
Q4 		$709K Sell
4,005
-274
-6% -$46.8K ﹤0.01% 1404
2024
Q3 		$667K Buy
4,279
+108
+3% +$15.7K ﹤0.01% 1461
2024
Q2 		$556K Buy
4,171
+1,553
+59% +$212K ﹤0.01% 1505
2024
Q1 		$348K Buy
2,618
+170
+7% +$21.7K ﹤0.01% 1746
2023
Q4 		$291K Buy
+2,448
New +$266K ﹤0.01% 1801
2020
Q3 		– Sell
-1,100
Closed -$44K – 1668
2020
Q2 		$44K Buy
+1,100
New +$38.9K ﹤0.01% 2166

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

Private Advisor Group's ARES Position: Q1 2026 in Review

Private Advisor Group sold out of Ares Management (ARES) in Q1 2026, closing a stake of 3,510 shares — an estimated $567K sold.

Private Advisor Group first reported a position in ARES in Q2 2020 and held it in 10 quarters. The position peaked at $709K in Q4 2024. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Private Advisor Group reported no remaining Ares Management position as of Q1 2026 after selling out during the quarter.
  • Private Advisor Group sold 3,510 Ares Management shares in Q1 2026, an estimated $567K.
  • Private Advisor Group first reported a position in Ares Management in Q2 2020 and held it in 10 quarters.
  • Private Advisor Group's Ares Management position peaked at $709K in Q4 2024.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.