EFG
ARES icon

Embree Financial Group’s Ares Management ARES Stock Holding History

Embree Financial Group’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
Q1 		– Sell
-1,309
Closed -$232K – 203
2024
Q4 		$232K Hold
1,309
– – 0.04% 180
2024
Q3 		$204K Buy
+1,309
New +$190K 0.04% 189
2024
Q1 		– Sell
-1,874
Closed -$223K – 190
2023
Q4 		$223K Buy
+1,874
New +$203K 0.05% 167

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Embree Financial Group's ARES Position: Q1 2025 in Review

Embree Financial Group sold out of Ares Management (ARES) in Q1 2025, closing a stake of 1,309 shares — an estimated $232K sold.

Embree Financial Group first reported a position in ARES in Q4 2023 and held it in 3 quarters. The position peaked at $232K in Q4 2024. 745 funds tracked by Wall St. Rank hold ARES as of Q1 2025.

  • Embree Financial Group reported no remaining Ares Management position as of Q1 2025 after selling out during the quarter.
  • Embree Financial Group sold 1,309 Ares Management shares in Q1 2025, an estimated $232K.
  • Embree Financial Group first reported a position in Ares Management in Q4 2023 and held it in 3 quarters.
  • Embree Financial Group's Ares Management position peaked at $232K in Q4 2024.
  • 745 funds tracked by Wall St. Rank held Ares Management as of Q1 2025.

Based on Embree Financial Group's 13F filing for Q1 2025, filed 23 Apr 2025.