Truist Financial
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Truist Financial’s Ares Management ARES Stock Holding History

Truist 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 		$77.5M Buy
710,518
+46,661
+7% +$6.19M 0.1% 174
2025
Q4 		$107M Buy
663,857
+34,781
+6% +$5.42M 0.14% 138
2025
Q3 		$101M Buy
629,076
+26,333
+4% +$4.75M 0.14% 151
2025
Q2 		$104M Buy
602,743
+20,636
+4% +$3.26M 0.15% 138
2025
Q1 		$85.3M Buy
582,107
+21,350
+4% +$3.69M 0.14% 154
2024
Q4 		$99.3M Sell
560,757
-81,414
-13% -$13.9M 0.16% 125
2024
Q3 		$100M Buy
642,171
+24,325
+4% +$3.53M 0.16% 126
2024
Q2 		$82.3M Buy
617,846
+12,007
+2% +$1.64M 0.13% 163
2024
Q1 		$80.6M Sell
605,839
-39,619
-6% -$5.06M 0.12% 167
2023
Q4 		$76.8M Sell
645,458
-29,221
-4% -$3.17M 0.12% 164
2023
Q3 		$69.4M Sell
674,679
-1,025
-0.2% -$104K 0.12% 173
2023
Q2 		$65.1M Sell
675,704
-26,469
-4% -$2.29M 0.11% 185
2023
Q1 		$58.6M Buy
702,173
+44,765
+7% +$3.56M 0.1% 190
2022
Q4 		$45M Sell
657,408
-5,935
-0.9% -$428K 0.08% 229
2022
Q3 		$41.1M Buy
663,343
+31,365
+5% +$2.19M 0.08% 230
2022
Q2 		$35.9M Buy
631,978
+6,400
+1% +$443K 0.07% 265
2022
Q1 		$50.8M Buy
625,578
+28,176
+5% +$2.16M 0.08% 230
2021
Q4 		$48.6M Buy
597,402
+6,653
+1% +$541K 0.07% 249
2021
Q3 		$43.6M Buy
590,749
+7,847
+1% +$565K 0.07% 254
2021
Q2 		$37.1M Buy
582,902
+250,531
+75% +$14M 0.06% 287
2021
Q1 		$18.6M Buy
332,371
+286,330
+622% +$14.4M 0.03% 431
2020
Q4 		$2.17M Buy
46,041
+6,889
+18% +$312K ﹤0.01% 1140
2020
Q3 		$1.58M Buy
39,152
+14,078
+56% +$562K ﹤0.01% 1166
2020
Q2 		$996K Sell
25,074
-2,467
-9% -$87.2K ﹤0.01% 1299
2020
Q1 		$851K Sell
27,541
-6,859
-20% -$240K ﹤0.01% 1321
2019
Q4 		$1.23M Buy
+34,400
New +$1.07M ﹤0.01% 1355

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

Truist Financial's ARES Position: Q1 2026 in Review

Truist Financial increased its Ares Management (ARES) stake by 7% in Q1 2026, buying an estimated $6.19M and bringing the position to 710,518 shares worth $77.5M. The position accounts for 0.1% of the portfolio, ranked #174.

Truist Financial first reported a position in ARES in Q4 2019 and has held it in 26 quarters since. The position peaked at $107M in Q4 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Truist Financial held 710,518 shares of Ares Management worth $77.5M as of Q1 2026.
  • Truist Financial bought 46,661 Ares Management shares in Q1 2026, an estimated $6.19M.
  • Ares Management made up 0.1% of Truist Financial's portfolio in Q1 2026, its #174 holding.
  • Truist Financial first reported a position in Ares Management in Q4 2019 and has held it in 26 quarters since.
  • Truist Financial's Ares Management position peaked at $107M in Q4 2025.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.