Grandeur Peak Global Advisors’s Ares Management ARES Stock Holding History

Grandeur Peak Global 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 Q4	–	Sell	-4,438	Closed	-$710K	–	105
2025 Q3	$710K	Sell	4,438 -14,830	-77%	-$2.68M	0.1%	90
2025 Q2	$3.34M	Sell	19,268 -7,582	-28%	-$1.2M	0.4%	58
2025 Q1	$3.94M	Sell	26,850 -10,271	-28%	-$1.77M	0.44%	57
2024 Q4	$6.57M	Sell	37,121 -20,045	-35%	-$3.42M	0.58%	45
2024 Q3	$8.91M	Sell	57,166 -15,495	-21%	-$2.25M	0.74%	41
2024 Q2	$9.68M	Sell	72,661 -16,446	-18%	-$2.25M	0.77%	38
2024 Q1	$11.8M	Sell	89,107 -9,292	-9%	-$1.19M	0.94%	31
2023 Q4	$11.7M	Buy	98,399 +4,441	+5%	+$482K	0.82%	27
2023 Q3	$9.67M	Sell	93,958 -230	-0.2%	-$23.3K	0.73%	30
2023 Q2	$9.08M	Buy	94,188 +36,896	+64%	+$3.19M	0.62%	35
2023 Q1	$4.78M	Buy	+57,292	New	+$4.55M	0.29%	53

Other funds holding ARES

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Grandeur Peak Global Advisors's ARES Position: Q4 2025 in Review

Grandeur Peak Global Advisors sold out of Ares Management (ARES) in Q4 2025, closing a stake of 4,438 shares — an estimated $710K sold.

Grandeur Peak Global Advisors first reported a position in ARES in Q1 2023 and held it in 11 quarters. The position peaked at $11.8M in Q1 2024. 827 funds tracked by Wall St. Rank hold ARES as of Q4 2025.

Grandeur Peak Global Advisors reported no remaining Ares Management position as of Q4 2025 after selling out during the quarter.
Grandeur Peak Global Advisors sold 4,438 Ares Management shares in Q4 2025, an estimated $710K.
Grandeur Peak Global Advisors first reported a position in Ares Management in Q1 2023 and held it in 11 quarters.
Grandeur Peak Global Advisors's Ares Management position peaked at $11.8M in Q1 2024.
827 funds tracked by Wall St. Rank held Ares Management as of Q4 2025.

Based on Grandeur Peak Global Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.