Avantax Advisory Services’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
Other funds holding ARES
SMFG
Avantax Advisory Services's ARES Position: Q2 2025 in Review
Avantax Advisory Services increased its Ares Management (ARES) stake by 29% in Q2 2025, buying an estimated $357K and bringing the position to 9,980 shares worth $1.73M. The position accounts for 0.01% of the portfolio, ranked #875.
Avantax Advisory Services first reported a position in ARES in Q4 2021 and has held it in 13 quarters since. 767 funds tracked by Wall St. Rank hold ARES as of Q2 2025.
- Avantax Advisory Services held 9,980 shares of Ares Management worth $1.73M as of Q2 2025.
- Avantax Advisory Services bought 2,259 Ares Management shares in Q2 2025, an estimated $357K.
- Ares Management made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #875 holding.
- Avantax Advisory Services first reported a position in Ares Management in Q4 2021 and has held it in 13 quarters since.
- 767 funds tracked by Wall St. Rank held Ares Management as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.