Root Financial Partners
ARES icon

Root Financial Partners’s Ares Management ARES Stock Holding History

Root Financial Partners’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
Q3 		$41.2K Buy
+355
New +$46.4K ﹤0.01% 1178
2026
Q2 		– Sell
-279
Closed -$30.5K – 586
2026
Q1 		$30.5K Sell
279
-363
-57% -$48.2K ﹤0.01% 1113
2025
Q4 		$104K Buy
642
+97
+18% +$15.1K 0.01% 458
2025
Q3 		$87.2K Buy
+545
New +$98.3K 0.01% 483

Other funds holding ARES

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group Tokyo, Japan $5.57B AUM 5.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's ARES Position: Q3 2026 in Review

Root Financial Partners opened a new position in Ares Management (ARES) in Q3 2026: 355 shares worth $41.2K. The stake represents ﹤0.01% of the portfolio and ranks #1178 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ARES as recently as Q1 2026.

Root Financial Partners first reported a position in ARES in Q3 2025 and has held it in 4 quarters since. The position peaked at $104K in Q4 2025. 679 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • Root Financial Partners held 355 shares of Ares Management worth $41.2K as of Q3 2026.
  • Ares Management was a new Root Financial Partners position in Q3 2026.
  • Ares Management made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1178 holding.
  • Root Financial Partners first reported a position in Ares Management in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Ares Management position peaked at $104K in Q4 2025.
  • 679 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.