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Camarda Financial Advisors’s Ares Management ARES Stock Holding History

Camarda 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
Q4 		– Sell
-16,745
Closed -$2.68M – 105
2025
Q3 		$2.68M Buy
16,745
+974
+6% +$176K 0.99% 32
2025
Q2 		$2.73M Sell
15,771
-158
-1% -$25K 1.07% 24
2025
Q1 		$2.34M Sell
15,929
-611
-4% -$106K 1.05% 30
2024
Q4 		$2.93M Sell
16,540
-793
-5% -$135K 1.1% 22
2024
Q3 		$2.7M Sell
17,333
-261
-1% -$37.9K 1.01% 28
2024
Q2 		$2.34M Buy
17,594
+376
+2% +$51.3K 0.92% 30
2024
Q1 		$2.29M Sell
17,218
-648
-4% -$82.8K 0.93% 26
2023
Q4 		$2.12M Buy
17,866
+324
+2% +$35.2K 0.92% 27
2023
Q3 		$1.8M Buy
17,542
+1,080
+7% +$109K 1.16% 25
2023
Q2 		$1.59M Buy
16,462
+43
+0.3% +$3.72K 0.79% 34
2023
Q1 		$1.37M Buy
16,419
+4,380
+36% +$348K 1.03% 28
2022
Q4 		$824K Buy
12,039
+3,305
+38% +$238K 0.83% 53
2022
Q3 		$541K Buy
+8,734
New +$611K 0.64% 44

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SMFG
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Camarda Financial Advisors's ARES Position: Q4 2025 in Review

Camarda Financial Advisors sold out of Ares Management (ARES) in Q4 2025, closing a stake of 16,745 shares — an estimated $2.68M sold.

Camarda Financial Advisors first reported a position in ARES in Q3 2022 and held it in 13 quarters. The position peaked at $2.93M in Q4 2024. 827 funds tracked by Wall St. Rank hold ARES as of Q4 2025.

  • Camarda Financial Advisors reported no remaining Ares Management position as of Q4 2025 after selling out during the quarter.
  • Camarda Financial Advisors sold 16,745 Ares Management shares in Q4 2025, an estimated $2.68M.
  • Camarda Financial Advisors first reported a position in Ares Management in Q3 2022 and held it in 13 quarters.
  • Camarda Financial Advisors's Ares Management position peaked at $2.93M in Q4 2024.
  • 827 funds tracked by Wall St. Rank held Ares Management as of Q4 2025.

Based on Camarda Financial Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.