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Steward Partners Investment Advisory’s Ares Management ARES Stock Holding History

Steward Partners Investment Advisory’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 		$5.42M Buy
49,694
+2,057
+4% +$273K 0.03% 491
2025
Q4 		$7.7M Sell
47,637
-2,474
-5% -$385K 0.04% 367
2025
Q3 		$8.01M Sell
50,111
-4,079
-8% -$736K 0.05% 345
2025
Q2 		$9.39M Sell
54,190
-536
-1% -$84.8K 0.07% 264
2025
Q1 		$8.02M Buy
54,726
+350
+0.6% +$60.5K 0.07% 285
2024
Q4 		$9.63M Buy
54,376
+860
+2% +$147K 0.09% 228
2024
Q3 		$8.34M Buy
53,516
+41,314
+339% +$5.99M 0.08% 255
2024
Q2 		$1.63M Buy
12,202
+4,063
+50% +$555K 0.02% 651
2024
Q1 		$1.08M Buy
8,139
+299
+4% +$38.2K 0.01% 760
2023
Q4 		$932K Sell
7,840
-115
-1% -$12.5K 0.01% 760
2023
Q3 		$818K Buy
7,955
+233
+3% +$23.6K 0.01% 747
2023
Q2 		$744K Sell
7,722
-353
-4% -$30.5K 0.01% 795
2023
Q1 		$674K Buy
8,075
+608
+8% +$48.3K 0.01% 816
2022
Q4 		$511K Sell
7,467
-619
-8% -$44.7K 0.01% 901
2022
Q3 		$501K Sell
8,086
-172
-2% -$12K 0.01% 855
2022
Q2 		$470K Buy
8,258
+478
+6% +$33.1K 0.01% 874
2022
Q1 		$632K Buy
7,780
+1,403
+22% +$108K 0.01% 838
2021
Q4 		$518K Buy
6,377
+554
+10% +$45.1K 0.01% 923
2021
Q3 		$430K Buy
5,823
+81
+1% +$5.83K 0.01% 957
2021
Q2 		$365K Buy
5,742
+816
+17% +$45.6K 0.01% 1075
2021
Q1 		$276K Buy
4,926
+986
+25% +$49.6K ﹤0.01% 1139
2020
Q4 		$185K Buy
3,940
+110
+3% +$4.98K ﹤0.01% 1103
2020
Q3 		$155K Buy
3,830
+1,551
+68% +$61.9K ﹤0.01% 1048
2020
Q2 		$90K Buy
2,279
+1,201
+111% +$42.4K ﹤0.01% 1194
2020
Q1 		$33K Sell
1,078
-6,013
-85% -$210K ﹤0.01% 1412
2019
Q4 		$253K Buy
7,091
+1
+0% +$31 0.01% 816
2019
Q3 		$190K Sell
7,090
-123
-2% -$3.52K 0.01% 866
2019
Q2 		$188K Buy
+7,213
New +$183K 0.01% 837
2018
Q4 		– Sell
-6,795
Closed -$158K – 848
2018
Q3 		$158K Buy
6,795
+1,770
+35% +$38K 0.01% 788
2018
Q2 		$104K Hold
5,025
– – 0.01% 833
2018
Q1 		$107K Buy
+5,025
New +$114K 0.01% 757

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

Steward Partners Investment Advisory's ARES Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Ares Management (ARES) stake by 4.3% in Q1 2026, buying an estimated $273K and bringing the position to 49,694 shares worth $5.42M. The position accounts for 0.03% of the portfolio, ranked #491.

Steward Partners Investment Advisory first reported a position in ARES in Q1 2018 and has held it in 31 quarters since. The position peaked at $9.63M in Q4 2024. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Steward Partners Investment Advisory held 49,694 shares of Ares Management worth $5.42M as of Q1 2026.
  • Steward Partners Investment Advisory bought 2,057 Ares Management shares in Q1 2026, an estimated $273K.
  • Ares Management made up 0.03% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #491 holding.
  • Steward Partners Investment Advisory first reported a position in Ares Management in Q1 2018 and has held it in 31 quarters since.
  • Steward Partners Investment Advisory's Ares Management position peaked at $9.63M in Q4 2024.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.