Richard Bernstein Advisors’s Ares Management ARES Stock Holding History

Richard Bernstein Advisors’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
2025 Q4	–	Sell	-9,766	Closed	-$1.56M	–	179
2025 Q3	$1.56M	Sell	9,766 -7,109	-42%	-$1.28M	0.04%	120
2025 Q2	$2.92M	Sell	16,875 -2,182	-11%	-$345K	0.07%	146
2025 Q1	$2.79M	Sell	19,057 -882	-4%	-$152K	0.07%	165
2024 Q4	$3.53M	Sell	19,939 -6,926	-26%	-$1.18M	0.08%	138
2024 Q3	$4.19M	Hold	26,865	–	–	0.09%	102
2024 Q2	$3.58M	Buy	26,865 +3	+0%	+$410	0.08%	111
2024 Q1	$3.57M	Hold	26,862	–	–	0.08%	115
2023 Q4	$3.19M	Buy	26,862 +18	+0.1%	+$1.95K	0.07%	123
2023 Q3	$2.76M	Buy	+26,844	New	+$2.71M	0.06%	142

Other funds holding ARES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Richard Bernstein Advisors's ARES Position: Q4 2025 in Review

Richard Bernstein Advisors sold out of Ares Management (ARES) in Q4 2025, closing a stake of 9,766 shares — an estimated $1.56M sold.

Richard Bernstein Advisors first reported a position in ARES in Q3 2023 and held it in 9 quarters. The position peaked at $4.19M in Q3 2024. 827 funds tracked by Wall St. Rank hold ARES as of Q4 2025.

Richard Bernstein Advisors reported no remaining Ares Management position as of Q4 2025 after selling out during the quarter.
Richard Bernstein Advisors sold 9,766 Ares Management shares in Q4 2025, an estimated $1.56M.
Richard Bernstein Advisors first reported a position in Ares Management in Q3 2023 and held it in 9 quarters.
Richard Bernstein Advisors's Ares Management position peaked at $4.19M in Q3 2024.
827 funds tracked by Wall St. Rank held Ares Management as of Q4 2025.

Based on Richard Bernstein Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.