SS
ARES icon

Sunbelt Securities’s Ares Management ARES Stock Holding History

Sunbelt Securities’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 		$167K Buy
1,534
+1,506
+5,379% +$200K 0.01% 691
2025
Q4 		$4.53K Hold
28
– – ﹤0.01% 1669
2025
Q3 		$4.48K Hold
28
– – ﹤0.01% 1660
2025
Q2 		$4.96K Hold
28
– – ﹤0.01% 1446
2025
Q1 		$4.11K Hold
28
– – ﹤0.01% 1459
2024
Q4 		$5.01K Sell
28
-44
-61% -$7.51K ﹤0.01% 1443
2024
Q3 		$11.2K Hold
72
– – ﹤0.01% 1276
2024
Q2 		$9.6K Buy
+72
New +$9.83K ﹤0.01% 1273

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

Sunbelt Securities's ARES Position: Q1 2026 in Review

Sunbelt Securities increased its Ares Management (ARES) stake by 5,379% in Q1 2026, buying an estimated $200K and bringing the position to 1,534 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #691.

Sunbelt Securities first reported a position in ARES in Q2 2024 and has held it in 8 quarters since. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Sunbelt Securities held 1,534 shares of Ares Management worth $167K as of Q1 2026.
  • Sunbelt Securities bought 1,506 Ares Management shares in Q1 2026, an estimated $200K.
  • Ares Management made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #691 holding.
  • Sunbelt Securities first reported a position in Ares Management in Q2 2024 and has held it in 8 quarters since.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.