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Congress Wealth Management’s Ares Management ARES Stock Holding History

Congress Wealth Management’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
Q2 		$512K Buy
2,956
+155
+6% +$24.5K 0.01% 919
2025
Q1 		$411K Buy
+2,801
New +$484K ﹤0.01% 869

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Congress Wealth Management's ARES Position: Q2 2025 in Review

Congress Wealth Management increased its Ares Management (ARES) stake by 5.5% in Q2 2025, buying an estimated $24.5K and bringing the position to 2,956 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #919.

Congress Wealth Management first reported a position in ARES in Q1 2025 and has held it in 2 quarters since. 770 funds tracked by Wall St. Rank hold ARES as of Q2 2025.

  • Congress Wealth Management held 2,956 shares of Ares Management worth $512K as of Q2 2025.
  • Congress Wealth Management bought 155 Ares Management shares in Q2 2025, an estimated $24.5K.
  • Ares Management made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #919 holding.
  • Congress Wealth Management first reported a position in Ares Management in Q1 2025 and has held it in 2 quarters since.
  • 770 funds tracked by Wall St. Rank held Ares Management as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.