Jefferies Financial Group’s Ares Management ARES Stock Holding History

Jefferies 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
2026 Q1	$26.1M	Buy	238,965 +34,010	+17%	+$4.51M	0.32%	90
2025 Q4	$33.1M	Buy	204,955 +170,634	+497%	+$26.6M	0.27%	110
2025 Q3	$5.49M	Buy	34,321 +637	+2%	+$115K	0.05%	347
2025 Q2	$5.83M	Buy	33,684 +26,584	+374%	+$4.2M	0.1%	259
2025 Q1	$1.04M	Sell	7,100 -55,880	-89%	-$9.66M	0.02%	803
2024 Q4	$11.1M	Buy	+62,980	New	+$10.7M	0.12%	205
2024 Q3	–	Sell	-2,076	Closed	-$277K	–	1426
2024 Q2	$277K	Buy	+2,076	New	+$283K	0.01%	1134
2024 Q1	–	Sell	-51,963	Closed	-$6.18M	–	1602
2023 Q4	$6.18M	Buy	+51,963	New	+$5.64M	0.1%	338
2023 Q2	–	Sell	-12,992	Closed	-$1.08M	–	1665
2023 Q1	$1.08M	Buy	+12,992	New	+$1.03M	0.02%	866

Other funds holding ARES

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Sumitomo Mitsui Financial Group Tokyo, Japan $4.92B AUM 1.39% 1-Year Est. Return

Capital World Investors

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

Wellington Management Group

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return