SI
ARES icon

Stephens Inc’s Ares Management ARES Stock Holding History

Stephens Inc’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 		$5.91M Sell
54,215
-998
-2% -$132K 0.07% 260
2025
Q4 		$8.92M Sell
55,213
-5,545
-9% -$864K 0.11% 182
2025
Q3 		$9.71M Buy
60,758
+1,345
+2% +$243K 0.12% 172
2025
Q2 		$10.3M Buy
59,413
+2,256
+4% +$357K 0.14% 158
2025
Q1 		$8.38M Buy
57,157
+1,850
+3% +$320K 0.12% 179
2024
Q4 		$9.79M Sell
55,307
-379
-0.7% -$64.7K 0.14% 156
2024
Q3 		$8.68M Buy
55,686
+1,893
+4% +$275K 0.12% 177
2024
Q2 		$7.17M Sell
53,793
-16,212
-23% -$2.21M 0.11% 201
2024
Q1 		$9.31M Buy
70,005
+877
+1% +$112K 0.14% 168
2023
Q4 		$8.22M Buy
69,128
+3,951
+6% +$429K 0.14% 171
2023
Q3 		$6.7M Buy
65,177
+18,970
+41% +$1.92M 0.13% 186
2023
Q2 		$4.45M Buy
46,207
+1,890
+4% +$163K 0.08% 242
2023
Q1 		$3.7M Sell
44,317
-3,059
-6% -$243K 0.07% 269
2022
Q4 		$3.24M Sell
47,376
-4,783
-9% -$345K 0.07% 285
2022
Q3 		$3.23M Buy
52,159
+916
+2% +$64K 0.07% 282
2022
Q2 		$2.91M Sell
51,243
-4,022
-7% -$278K 0.06% 313
2022
Q1 		$4.49M Buy
55,265
+6,308
+13% +$484K 0.07% 285
2021
Q4 		$3.98M Buy
48,957
+20,957
+75% +$1.71M 0.06% 315
2021
Q3 		$2.07M Sell
28,000
-275
-1% -$19.8K 0.03% 457
2021
Q2 		$1.8M Buy
28,275
+700
+3% +$39.1K 0.03% 502
2021
Q1 		$1.54M Sell
27,575
-150
-0.5% -$7.54K 0.03% 508
2020
Q4 		$1.3M Buy
27,725
+1,500
+6% +$67.9K 0.02% 532
2020
Q3 		$1.06M Buy
26,225
+6,810
+35% +$272K 0.02% 534
2020
Q2 		$771K Sell
19,415
-8,500
-30% -$300K 0.02% 591
2020
Q1 		$863K Buy
27,915
+500
+2% +$17.5K 0.02% 507
2019
Q4 		$978K Buy
27,415
+1,915
+8% +$59.5K 0.02% 565
2019
Q3 		$684K Buy
25,500
+375
+1% +$10.7K 0.02% 666
2019
Q2 		$658K Buy
25,125
+1,500
+6% +$38.1K 0.01% 686
2019
Q1 		$548K Hold
23,625
– – 0.01% 732
2018
Q4 		$420K Buy
+23,625
New +$495K 0.01% 746

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

Stephens Inc's ARES Position: Q1 2026 in Review

Stephens Inc reduced its Ares Management (ARES) stake by 1.8% in Q1 2026, selling an estimated $132K and leaving 54,215 shares worth $5.91M. The position accounts for 0.07% of the portfolio, ranked #260.

Stephens Inc first reported a position in ARES in Q4 2018 and has held it in 30 quarters since. The position peaked at $10.3M in Q2 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Stephens Inc held 54,215 shares of Ares Management worth $5.91M as of Q1 2026.
  • Stephens Inc sold 998 Ares Management shares in Q1 2026, an estimated $132K.
  • Ares Management made up 0.07% of Stephens Inc's portfolio in Q1 2026, its #260 holding.
  • Stephens Inc first reported a position in Ares Management in Q4 2018 and has held it in 30 quarters since.
  • Stephens Inc's Ares Management position peaked at $10.3M in Q2 2025.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.