Brown Financial Advisors’s Ares Management ARES Stock Holding History

Brown 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
2025 Q3	–	Sell
2025 Q2	$506K	Sell
2025 Q1	$440K	Buy
2024 Q4	$498K	Sell
2024 Q3	$481K	Sell
2024 Q2	$691K	Buy