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Summit Financial’s Ares Management ARES Stock Holding History

Summit Financial’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 		$544K Buy
4,988
+2,472
+98% +$328K 0.01% 967
2025
Q4 		$407K Buy
2,516
+60
+2% +$9.35K 0.01% 956
2025
Q3 		$393K Buy
+2,456
New +$443K 0.01% 965

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

Summit Financial's ARES Position: Q1 2026 in Review

Summit Financial increased its Ares Management (ARES) stake by 98% in Q1 2026, buying an estimated $328K and bringing the position to 4,988 shares worth $544K. The position accounts for 0.01% of the portfolio, ranked #967.

Summit Financial first reported a position in ARES in Q3 2025 and has held it in 3 quarters since. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Summit Financial held 4,988 shares of Ares Management worth $544K as of Q1 2026.
  • Summit Financial bought 2,472 Ares Management shares in Q1 2026, an estimated $328K.
  • Ares Management made up 0.01% of Summit Financial's portfolio in Q1 2026, its #967 holding.
  • Summit Financial first reported a position in Ares Management in Q3 2025 and has held it in 3 quarters since.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.