Lindbrook Capital’s Ares Management ARES Stock Holding History

Lindbrook Capital’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	$81.1K	Buy	553 +34	+7%	+$5.88K	0.01%	758
2024 Q4	$91.9K	Buy	519 +71	+16%	+$12.1K	0.01%	581
2024 Q3	$69.8K	Buy	448 +35	+8%	+$5.08K	0.01%	684
2024 Q2	$55K	Buy	413 +76	+23%	+$10.4K	0.01%	753
2024 Q1	$44.8K	Buy	337 +19	+6%	+$2.43K	﹤0.01%	812
2023 Q4	$37.8K	Buy	318 +138	+77%	+$15K	﹤0.01%	864
2023 Q3	$18.5K	Buy	180 +18	+11%	+$1.82K	﹤0.01%	1095
2023 Q2	$15.6K	Sell	162 -9	-5%	-$778	﹤0.01%	1220
2023 Q1	$14.3K	Buy	171 +68	+66%	+$5.41K	﹤0.01%	1232
2022 Q4	$7.05K	Buy	+103	New	+$7.43K	﹤0.01%	1616
2022 Q3	–	Sell	-3	Closed	–	–	2611
2022 Q2	$0	Buy	+3	New	+$207	﹤0.01%	2476

Other funds holding ARES

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

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

SMFG

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

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

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lindbrook Capital's ARES Position: Q1 2025 in Review

Lindbrook Capital increased its Ares Management (ARES) stake by 6.6% in Q1 2025, buying an estimated $5.88K and bringing the position to 553 shares worth $81.1K. The position accounts for 0.01% of the portfolio, ranked #758.

Lindbrook Capital first reported a position in ARES in Q2 2022 and has held it in 11 quarters since. The position peaked at $91.9K in Q4 2024. 740 funds tracked by Wall St. Rank hold ARES as of Q1 2025.

Lindbrook Capital held 553 shares of Ares Management worth $81.1K as of Q1 2025.
Lindbrook Capital bought 34 Ares Management shares in Q1 2025, an estimated $5.88K.
Ares Management made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #758 holding.
Lindbrook Capital first reported a position in Ares Management in Q2 2022 and has held it in 11 quarters since.
Lindbrook Capital's Ares Management position peaked at $91.9K in Q4 2024.
740 funds tracked by Wall St. Rank held Ares Management as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.