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Lion Street Advisors’s Ares Management ARES Stock Holding History

Lion Street 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
Q3 		– Sell
-1,186
Closed -$205K – 231
2025
Q2 		$205K Buy
+1,186
New +$188K 0.06% 263
2025
Q1 		– Sell
-1,242
Closed -$220K – 269
2024
Q4 		$220K Sell
1,242
-148
-11% -$25.3K 0.07% 243
2024
Q3 		$217K Buy
+1,390
New +$202K 0.08% 241

Other funds holding ARES

Vanguard Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lion Street Advisors's ARES Position: Q3 2025 in Review

Lion Street Advisors sold out of Ares Management (ARES) in Q3 2025, closing a stake of 1,186 shares — an estimated $205K sold.

Lion Street Advisors first reported a position in ARES in Q3 2024 and held it in 3 quarters. The position peaked at $220K in Q4 2024. 779 funds tracked by Wall St. Rank hold ARES as of Q3 2025.

  • Lion Street Advisors reported no remaining Ares Management position as of Q3 2025 after selling out during the quarter.
  • Lion Street Advisors sold 1,186 Ares Management shares in Q3 2025, an estimated $205K.
  • Lion Street Advisors first reported a position in Ares Management in Q3 2024 and held it in 3 quarters.
  • Lion Street Advisors's Ares Management position peaked at $220K in Q4 2024.
  • 779 funds tracked by Wall St. Rank held Ares Management as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.