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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Root Financial Partners's ARES Position: Q2 2026 in Review

Root Financial Partners sold out of Ares Management (ARES) in Q2 2026, closing a stake of 279 shares — an estimated $30.5K sold.

Root Financial Partners first reported a position in ARES in Q3 2025 and held it in 3 quarters. The position peaked at $104K in Q4 2025. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Root Financial Partners reported no remaining Ares Management position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 279 Ares Management shares in Q2 2026, an estimated $30.5K.
  • Root Financial Partners first reported a position in Ares Management in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Ares Management position peaked at $104K in Q4 2025.
  • 807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.