Fairfield Financial Advisors’s Ares Management ARES Stock Holding History

Fairfield 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 Q1	–	Sell	-162	Closed	-$28.6K	–	77
2024 Q4	$28.6K	Buy	162 +1	+0.6%	+$171	0.01%	150
2024 Q3	$25.1K	Buy	161 +1	+0.6%	+$145	0.01%	176
2024 Q2	$21.3K	Buy	+160	New	+$21.9K	0.01%	172
2023 Q4	$24.5K	Buy	206 +2	+1%	+$217	0.01%	189
2023 Q3	$21K	Buy	204 +1	+0.5%	+$101	0.01%	182
2023 Q2	$19.5K	Buy	203 +2	+1%	+$173	0.01%	188
2023 Q1	$16.3K	Buy	201 +2	+1%	+$159	0.01%	205
2022 Q4	$13.6K	Buy	199 +2	+1%	+$144	0.01%	193
2022 Q3	$12.2K	Buy	197 +2	+1%	+$140	0.01%	199
2022 Q2	$11.1K	Buy	195 +1	+0.5%	+$69	0.01%	199
2022 Q1	$15.7K	Buy	+194	New	+$14.9K	0.01%	193

Other funds holding ARES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fairfield Financial Advisors's ARES Position: Q1 2025 in Review

Fairfield Financial Advisors sold out of Ares Management (ARES) in Q1 2025, closing a stake of 162 shares — an estimated $28.6K sold.

Fairfield Financial Advisors first reported a position in ARES in Q1 2022 and held it in 11 quarters. The position peaked at $28.6K in Q4 2024. 745 funds tracked by Wall St. Rank hold ARES as of Q1 2025.

Fairfield Financial Advisors reported no remaining Ares Management position as of Q1 2025 after selling out during the quarter.
Fairfield Financial Advisors sold 162 Ares Management shares in Q1 2025, an estimated $28.6K.
Fairfield Financial Advisors first reported a position in Ares Management in Q1 2022 and held it in 11 quarters.
Fairfield Financial Advisors's Ares Management position peaked at $28.6K in Q4 2024.
745 funds tracked by Wall St. Rank held Ares Management as of Q1 2025.

Based on Fairfield Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.