RG
ARES icon

Rathbones Group’s Ares Management ARES Stock Holding History

Rathbones 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
-2,517
Closed -$407K – 651
2025
Q4 		$407K Hold
2,517
– – ﹤0.01% 481
2025
Q3 		$402K Hold
2,517
– – ﹤0.01% 471
2025
Q2 		$436K Sell
2,517
-1,950
-44% -$308K ﹤0.01% 445
2025
Q1 		$655K Sell
4,467
-2,300
-34% -$397K ﹤0.01% 375
2024
Q4 		$1.2M Sell
6,767
-795
-11% -$136K 0.01% 322
2024
Q3 		$1.18M Buy
7,562
+215
+3% +$31.2K 0.01% 312
2024
Q2 		$979K Buy
7,347
+297
+4% +$40.6K 0.01% 329
2024
Q1 		$938K Buy
7,050
+750
+12% +$95.8K 0.01% 335
2023
Q4 		$749K Sell
6,300
-915
-13% -$99.4K ﹤0.01% 342
2023
Q3 		$742K Buy
7,215
+915
+15% +$92.5K 0.01% 345
2023
Q2 		$607K Hold
6,300
– – 0.01% 281
2023
Q1 		$526K Hold
6,300
– – 0.01% 290
2022
Q4 		$431K Sell
6,300
-250
-4% -$18K ﹤0.01% 308
2022
Q3 		$406K Hold
6,550
– – 0.01% 304
2022
Q2 		$372K Hold
6,550
– – ﹤0.01% 337
2022
Q1 		$532K Hold
6,550
– – 0.01% 297
2021
Q4 		$532K Hold
6,550
– – 0.01% 305
2021
Q3 		$484K Buy
6,550
+1,250
+24% +$90K 0.01% 308
2021
Q2 		$337K Hold
5,300
– – ﹤0.01% 348
2021
Q1 		$297K Hold
5,300
– – ﹤0.01% 344
2020
Q4 		$249K Hold
5,300
– – ﹤0.01% 345
2020
Q3 		$214K Hold
5,300
– – ﹤0.01% 344
2020
Q2 		$210K Buy
+5,300
New +$187K ﹤0.01% 325

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

Rathbones Group's ARES Position: Q1 2026 in Review

Rathbones Group sold out of Ares Management (ARES) in Q1 2026, closing a stake of 2,517 shares — an estimated $407K sold.

Rathbones Group first reported a position in ARES in Q2 2020 and held it in 23 quarters. The position peaked at $1.2M in Q4 2024. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Rathbones Group reported no remaining Ares Management position as of Q1 2026 after selling out during the quarter.
  • Rathbones Group sold 2,517 Ares Management shares in Q1 2026, an estimated $407K.
  • Rathbones Group first reported a position in Ares Management in Q2 2020 and held it in 23 quarters.
  • Rathbones Group's Ares Management position peaked at $1.2M in Q4 2024.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Rathbones Group's 13F filing for Q1 2026, filed 12 May 2026.