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Parcion Private Wealth’s Ares Management ARES Stock Holding History

Parcion Private Wealth’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
-2,235
Closed -$357K – 422
2025
Q3 		$357K Sell
2,235
-2,644
-54% -$477K 0.02% 246
2025
Q2 		$845K Sell
4,879
-307
-6% -$48.5K 0.06% 132
2025
Q1 		$760K Sell
5,186
-4,195
-45% -$725K 0.06% 137
2024
Q4 		$1.66M Hold
9,381
– – 0.13% 97
2024
Q3 		$1.46M Buy
+9,381
New +$1.36M 0.12% 103

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Parcion Private Wealth's ARES Position: Q4 2025 in Review

Parcion Private Wealth sold out of Ares Management (ARES) in Q4 2025, closing a stake of 2,235 shares — an estimated $357K sold.

Parcion Private Wealth first reported a position in ARES in Q3 2024 and held it in 5 quarters. The position peaked at $1.66M in Q4 2024. 832 funds tracked by Wall St. Rank hold ARES as of Q4 2025.

  • Parcion Private Wealth reported no remaining Ares Management position as of Q4 2025 after selling out during the quarter.
  • Parcion Private Wealth sold 2,235 Ares Management shares in Q4 2025, an estimated $357K.
  • Parcion Private Wealth first reported a position in Ares Management in Q3 2024 and held it in 5 quarters.
  • Parcion Private Wealth's Ares Management position peaked at $1.66M in Q4 2024.
  • 832 funds tracked by Wall St. Rank held Ares Management as of Q4 2025.

Based on Parcion Private Wealth's 13F filing for Q4 2025, filed 26 Jan 2026.