SGK
ARES icon

Steigerwald Gordon & Koch’s Ares Management ARES Stock Holding History

Steigerwald Gordon & Koch’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
-90
Closed -$14.5K – 785
2025
Q4 		$14.5K Buy
+90
New +$14K ﹤0.01% 500

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
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steigerwald Gordon & Koch's ARES Position: Q1 2026 in Review

Steigerwald Gordon & Koch sold out of Ares Management (ARES) in Q1 2026, closing a stake of 90 shares — an estimated $14.5K sold.

Steigerwald Gordon & Koch first reported a position in ARES in Q4 2025 and held it in 1 quarter. The position peaked at $14.5K in Q4 2025. 799 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Steigerwald Gordon & Koch reported no remaining Ares Management position as of Q1 2026 after selling out during the quarter.
  • Steigerwald Gordon & Koch sold 90 Ares Management shares in Q1 2026, an estimated $14.5K.
  • Steigerwald Gordon & Koch first reported a position in Ares Management in Q4 2025 and held it in 1 quarter.
  • Steigerwald Gordon & Koch's Ares Management position peaked at $14.5K in Q4 2025.
  • 799 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q1 2026, filed 28 Apr 2026.