TwinBeech Capital’s Ares Management ARES Stock Holding History

TwinBeech Capital’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
2025 Q4	–	Sell	-67,576	Closed	-$10.8M	–	588
2025 Q3	$10.8M	Buy	67,576 +38,935	+136%	+$7.02M	0.43%	72
2025 Q2	$4.96M	Sell	28,641 -33,294	-54%	-$5.26M	0.11%	204
2025 Q1	$9.08M	Buy	+61,935	New	+$10.7M	0.16%	157
2024 Q3	–	Sell	-98,154	Closed	-$13.1M	–	666
2024 Q2	$13.1M	Sell	98,154 -106,563	-52%	-$14.6M	0.26%	115
2024 Q1	$27.2M	Buy	204,717 +167,881	+456%	+$21.4M	0.56%	53
2023 Q4	$4.38M	Buy	+36,836	New	+$4M	0.07%	290
2023 Q1	–	Sell	-228,427	Closed	-$15.6M	–	604
2022 Q4	$15.6M	Buy	228,427 +73,478	+47%	+$5.3M	0.3%	95
2022 Q3	$9.6M	Buy	154,949 +87,289	+129%	+$6.1M	0.25%	115
2022 Q2	$3.85M	Buy	+67,660	New	+$4.68M	0.17%	151
2021 Q4	–	Sell	-32,106	Closed	-$2.37M	–	556
2021 Q3	$2.37M	Buy	+32,106	New	+$2.31M	0.17%	186
2021 Q1	–	Sell	-17,566	Closed	-$826K	–	449
2020 Q4	$826K	Buy	+17,566	New	+$795K	0.13%	208

Other funds holding ARES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TwinBeech Capital's ARES Position: Q4 2025 in Review

TwinBeech Capital sold out of Ares Management (ARES) in Q4 2025, closing a stake of 67,576 shares — an estimated $10.8M sold.

TwinBeech Capital first reported a position in ARES in Q4 2020 and held it in 11 quarters. The position peaked at $27.2M in Q1 2024. 827 funds tracked by Wall St. Rank hold ARES as of Q4 2025.

TwinBeech Capital reported no remaining Ares Management position as of Q4 2025 after selling out during the quarter.
TwinBeech Capital sold 67,576 Ares Management shares in Q4 2025, an estimated $10.8M.
TwinBeech Capital first reported a position in Ares Management in Q4 2020 and held it in 11 quarters.
TwinBeech Capital's Ares Management position peaked at $27.2M in Q1 2024.
827 funds tracked by Wall St. Rank held Ares Management as of Q4 2025.

Based on TwinBeech Capital's 13F filing for Q4 2025, filed 17 Feb 2026.