Global Financial Private Client’s Ares Management ARES Stock Holding History

Global Financial Private Client’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	-264	Closed	-$38.7K	–	316
2025 Q1	$38.7K	Buy	264 +147	+126%	+$25.4K	0.01%	363
2024 Q4	$20.7K	Buy	117 +2	+2%	+$341	0.01%	427
2024 Q3	$17.9K	Hold	115	–	–	0.01%	444
2024 Q2	$15.3K	Hold	115	–	–	0.01%	407
2024 Q1	$15.2K	Hold	115	–	–	0.01%	417
2023 Q4	$13.7K	Hold	115	–	–	0.01%	420
2023 Q3	$11.8K	Hold	115	–	–	0.01%	418
2023 Q2	$11.1K	Hold	115	–	–	0.01%	424
2023 Q1	$9.46K	Hold	115	–	–	﹤0.01%	453
2022 Q4	$7.87K	Hold	115	–	–	﹤0.01%	451
2022 Q3	$7.36K	Hold	115	–	–	﹤0.01%	438
2022 Q2	$6.73K	Hold	115	–	–	﹤0.01%	435
2022 Q1	$9.55K	Hold	115	–	–	﹤0.01%	411
2021 Q4	$9.35K	Buy	+115	New	+$9.36K	﹤0.01%	403

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

Global Financial Private Client's ARES Position: Q2 2025 in Review

Global Financial Private Client sold out of Ares Management (ARES) in Q2 2025, closing a stake of 264 shares — an estimated $38.7K sold.

Global Financial Private Client first reported a position in ARES in Q4 2021 and held it in 14 quarters. The position peaked at $38.7K in Q1 2025. 770 funds tracked by Wall St. Rank hold ARES as of Q2 2025.

Global Financial Private Client reported no remaining Ares Management position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 264 Ares Management shares in Q2 2025, an estimated $38.7K.
Global Financial Private Client first reported a position in Ares Management in Q4 2021 and held it in 14 quarters.
Global Financial Private Client's Ares Management position peaked at $38.7K in Q1 2025.
770 funds tracked by Wall St. Rank held Ares Management as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.