UMB Bank’s Ares Management ARES Stock Holding History

UMB Bank’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	$85.2K	Buy	781 +745	+2,069%	+$98.8K	﹤0.01%	1040
2025 Q4	$5.82K	Buy	36 +15	+71%	+$2.34K	﹤0.01%	1985
2025 Q3	$3.36K	Buy	21 +8	+62%	+$1.44K	﹤0.01%	1969
2025 Q2	$2.25K	Sell	13 -591	-98%	-$93.5K	﹤0.01%	1986
2025 Q1	$88.6K	Buy	604 +4	+0.7%	+$691	﹤0.01%	814
2024 Q4	$106K	Sell	600 -50	-8%	-$8.53K	﹤0.01%	684
2024 Q3	$101K	Hold	650	–	–	﹤0.01%	701
2024 Q2	$86.6K	Hold	650	–	–	﹤0.01%	723
2024 Q1	$86.4K	Hold	650	–	–	﹤0.01%	740
2023 Q4	$77.3K	Hold	650	–	–	﹤0.01%	749
2023 Q3	$66.9K	Hold	650	–	–	﹤0.01%	766
2023 Q2	$62.6K	Hold	650	–	–	﹤0.01%	800
2023 Q1	$54.2K	Hold	650	–	–	﹤0.01%	817
2022 Q4	$44K	Hold	650	–	–	﹤0.01%	877
2022 Q3	$40K	Sell	650 -84	-11%	-$5.87K	﹤0.01%	924
2022 Q2	$42K	Sell	734 -175	-19%	-$12.1K	﹤0.01%	958
2022 Q1	$74K	Hold	909	–	–	﹤0.01%	847
2021 Q4	$74K	Buy	+909	New	+$74K	﹤0.01%	874

Other funds holding ARES

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UMB Bank's ARES Position: Q1 2026 in Review

UMB Bank increased its Ares Management (ARES) stake by 2,069% in Q1 2026, buying an estimated $98.8K and bringing the position to 781 shares worth $85.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

UMB Bank first reported a position in ARES in Q4 2021 and has held it in 18 quarters since. The position peaked at $106K in Q4 2024. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

UMB Bank held 781 shares of Ares Management worth $85.2K as of Q1 2026.
UMB Bank bought 745 Ares Management shares in Q1 2026, an estimated $98.8K.
Ares Management made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #1040 holding.
UMB Bank first reported a position in Ares Management in Q4 2021 and has held it in 18 quarters since.
UMB Bank's Ares Management position peaked at $106K in Q4 2024.
794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.