James T. Borello RIA
ARES icon

James T. Borello RIA’s Ares Management ARES Stock Holding History

James T. Borello RIA’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
Q3 		$20.3K Buy
175
+1
+0.6% +$131 ﹤0.01% 418
2026
Q2 		$19.4K Buy
174
+73
+72% +$8.76K ﹤0.01% 418
2026
Q1 		$11K Buy
101
+33
+49% +$4.38K ﹤0.01% 541
2025
Q4 		$11K Buy
68
+58
+580% +$9.04K ﹤0.01% 391
2025
Q3 		$1.6K Buy
+10
New +$1.8K ﹤0.01% 758

Other funds holding ARES

Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
ICG Advisors
ICG Advisors Los Angeles, California $136M AUM 28.28% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

James T. Borello RIA's ARES Position: Q3 2026 in Review

James T. Borello RIA increased its Ares Management (ARES) stake by 0.57% in Q3 2026, buying an estimated $131 and bringing the position to 175 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

James T. Borello RIA first reported a position in ARES in Q3 2025 and has held it in 5 quarters since. 136 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • James T. Borello RIA held 175 shares of Ares Management worth $20.3K as of Q3 2026.
  • James T. Borello RIA bought 1 Ares Management share in Q3 2026, an estimated $131.
  • Ares Management made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #418 holding.
  • James T. Borello RIA first reported a position in Ares Management in Q3 2025 and has held it in 5 quarters since.
  • 136 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.