Evoke Wealth’s Ares Management ARES Stock Holding History

Evoke Wealth’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	–	Sell	-1,543	Closed	-$226K	–	601
2025 Q1	$226K	Sell	1,543 -57	-4%	-$9.85K	0.01%	395
2024 Q4	$283K	Buy	1,600 +235	+17%	+$40.1K	0.01%	351
2024 Q3	$213K	Buy	+1,365	New	+$198K	0.01%	386
2022 Q4	–	Sell	-470	Closed	-$29K	–	405
2022 Q3	$29K	Hold	470	–	–	﹤0.01%	593
2022 Q2	$27K	Hold	470	–	–	﹤0.01%	607
2022 Q1	$38K	Hold	470	–	–	﹤0.01%	561
2021 Q4	$38K	Hold	470	–	–	﹤0.01%	570
2021 Q3	$34K	Hold	470	–	–	﹤0.01%	556
2021 Q2	$30K	Hold	470	–	–	﹤0.01%	580
2021 Q1	$26K	Buy	+470	New	+$23.6K	﹤0.01%	541

Other funds holding ARES

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Evoke Wealth's ARES Position: Q2 2025 in Review

Evoke Wealth sold out of Ares Management (ARES) in Q2 2025, closing a stake of 1,543 shares — an estimated $226K sold.

Evoke Wealth first reported a position in ARES in Q1 2021 and held it in 10 quarters. The position peaked at $283K in Q4 2024. 770 funds tracked by Wall St. Rank hold ARES as of Q2 2025.

Evoke Wealth reported no remaining Ares Management position as of Q2 2025 after selling out during the quarter.
Evoke Wealth sold 1,543 Ares Management shares in Q2 2025, an estimated $226K.
Evoke Wealth first reported a position in Ares Management in Q1 2021 and held it in 10 quarters.
Evoke Wealth's Ares Management position peaked at $283K in Q4 2024.
770 funds tracked by Wall St. Rank held Ares Management as of Q2 2025.

Based on Evoke Wealth's 13F filing for Q2 2025, filed 7 Aug 2025.