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Summit Trail Advisors’s Ares Management ARES Stock Holding History

Summit Trail Advisors’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 		$754K Buy
6,911
+3,809
+123% +$505K 0.01% 1031
2025
Q4 		$501K Sell
3,102
-982
-24% -$153K 0.01% 1072
2025
Q3 		$653K Buy
4,084
+1,945
+91% +$351K 0.01% 1001
2025
Q2 		$370K Sell
2,139
-431
-17% -$68.2K 0.01% 839
2025
Q1 		$377K Buy
2,570
+1,297
+102% +$224K 0.01% 285
2024
Q4 		$225K Buy
+1,273
New +$217K 0.01% 336

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 Trail Advisors's ARES Position: Q1 2026 in Review

Summit Trail Advisors increased its Ares Management (ARES) stake by 123% in Q1 2026, buying an estimated $505K and bringing the position to 6,911 shares worth $754K. The position accounts for 0.01% of the portfolio, ranked #1031.

Summit Trail Advisors first reported a position in ARES in Q4 2024 and has held it in 6 quarters since. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Summit Trail Advisors held 6,911 shares of Ares Management worth $754K as of Q1 2026.
  • Summit Trail Advisors bought 3,809 Ares Management shares in Q1 2026, an estimated $505K.
  • Ares Management made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1031 holding.
  • Summit Trail Advisors first reported a position in Ares Management in Q4 2024 and has held it in 6 quarters since.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.