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Twin Peaks Wealth Advisors’s Ares Management ARES Stock Holding History

Twin Peaks Wealth 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 		$35.2K Buy
+323
New +$42.9K 0.01% 523
2025
Q3 		– Sell
-127
Closed -$24.5K – 290
2025
Q2 		$24.5K Buy
+127
New +$20.1K 0.01% 533

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

Twin Peaks Wealth Advisors's ARES Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Ares Management (ARES) in Q1 2026: 323 shares worth $35.2K. The stake represents 0.01% of the portfolio and ranks #523 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in ARES as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in ARES in Q2 2025 and has held it in 2 quarters since. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Twin Peaks Wealth Advisors held 323 shares of Ares Management worth $35.2K as of Q1 2026.
  • Ares Management was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Ares Management made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #523 holding.
  • Twin Peaks Wealth Advisors first reported a position in Ares Management in Q2 2025 and has held it in 2 quarters since.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.