Beaumont Financial Advisors’s Ares Management ARES Stock Holding History

Beaumont Financial 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	–	Sell	-1,755	Closed	-$284K	–	373
2025 Q4	$284K	Sell	1,755 -1	-0.1%	-$156	0.02%	305
2025 Q3	$281K	Buy	1,756 +1	+0.1%	+$180	0.02%	326
2025 Q2	$304K	Sell	1,755 -8	-0.5%	-$1.26K	0.02%	291
2025 Q1	$258K	Buy	1,763 +8	+0.5%	+$1.38K	0.02%	312
2024 Q4	$311K	Hold	1,755	–	–	0.02%	286
2024 Q3	$273K	Hold	1,755	–	–	0.02%	286
2024 Q2	$234K	Hold	1,755	–	–	0.02%	320
2024 Q1	$233K	Hold	1,755	–	–	0.02%	326
2023 Q4	$209K	Buy	+1,755	New	+$191K	0.02%	323

Other funds holding ARES

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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