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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
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 $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

Root Financial Partners's ARES Position: Q1 2026 in Review

Root Financial Partners reduced its Ares Management (ARES) stake by 57% in Q1 2026, selling an estimated $48.2K and leaving 279 shares worth $30.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

Root Financial Partners first reported a position in ARES in Q3 2025 and has held it in 3 quarters since. The position peaked at $104K in Q4 2025. 795 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Root Financial Partners held 279 shares of Ares Management worth $30.5K as of Q1 2026.
  • Root Financial Partners sold 363 Ares Management shares in Q1 2026, an estimated $48.2K.
  • Ares Management made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1113 holding.
  • Root Financial Partners first reported a position in Ares Management in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Ares Management position peaked at $104K in Q4 2025.
  • 795 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.