Sowell Financial Services’s Ares Management ARES Stock Holding History

Sowell Financial Services’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	-1,439	Closed	-$233K	–	1126
2025 Q4	$233K	Sell	1,439 -28	-2%	-$4.36K	0.01%	941
2025 Q3	$235K	Sell	1,467 -52	-3%	-$9.38K	0.01%	922
2025 Q2	$263K	Buy	1,519 +8	+0.5%	+$1.26K	0.01%	850
2025 Q1	$222K	Buy	+1,511	New	+$261K	0.01%	893
2021 Q2	–	Sell	-164	Closed	-$9K	–	650
2021 Q1	$9K	Hold	164	–	–	﹤0.01%	2351
2020 Q4	$8K	Buy	164 +67	+69%	+$3.03K	﹤0.01%	2098
2020 Q3	$4K	Buy	+97	New	+$3.87K	﹤0.01%	2031

Other funds holding ARES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's ARES Position: Q1 2026 in Review

Sowell Financial Services sold out of Ares Management (ARES) in Q1 2026, closing a stake of 1,439 shares — an estimated $233K sold.

Sowell Financial Services first reported a position in ARES in Q3 2020 and held it in 7 quarters. The position peaked at $263K in Q2 2025. 799 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

Sowell Financial Services reported no remaining Ares Management position as of Q1 2026 after selling out during the quarter.
Sowell Financial Services sold 1,439 Ares Management shares in Q1 2026, an estimated $233K.
Sowell Financial Services first reported a position in Ares Management in Q3 2020 and held it in 7 quarters.
Sowell Financial Services's Ares Management position peaked at $263K in Q2 2025.
799 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.