Pin Oak Investment Advisors’s Ares Management ARES Stock Holding History

Pin Oak Investment 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	-50	Closed	-$8K	–	495
2025 Q3	$8K	Hold	50	–	–	0.01%	388
2025 Q2	$7K	Hold	50	–	–	0.01%	351
2025 Q1	$7K	Hold	50	–	–	0.01%	345
2024 Q4	$8K	Hold	50	–	–	0.01%	352
2024 Q3	$7K	Hold	50	–	–	0.01%	364
2024 Q2	$7K	Hold	50	–	–	0.01%	354
2024 Q1	$7K	Hold	50	–	–	0.01%	355
2023 Q4	$6K	Hold	50	–	–	0.01%	364
2023 Q3	$5K	Hold	50	–	–	0.01%	370
2023 Q2	$5K	Buy	+50	New	+$4.32K	0.01%	372
2021 Q1	–	Sell	-100	Closed	-$5K	–	404
2020 Q4	$5K	Hold	100	–	–	﹤0.01%	375
2020 Q3	$4K	Hold	100	–	–	﹤0.01%	360
2020 Q2	$4K	Hold	100	–	–	﹤0.01%	345
2020 Q1	$3K	Buy	+100	New	+$3.5K	﹤0.01%	361

Other funds holding ARES

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

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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Pin Oak Investment Advisors's ARES Position: Q4 2025 in Review

Pin Oak Investment Advisors sold out of Ares Management (ARES) in Q4 2025, closing a stake of 50 shares — an estimated $8K sold.

Pin Oak Investment Advisors first reported a position in ARES in Q1 2020 and held it in 14 quarters. The position peaked at $8K in Q4 2024. 832 funds tracked by Wall St. Rank hold ARES as of Q4 2025.

Pin Oak Investment Advisors reported no remaining Ares Management position as of Q4 2025 after selling out during the quarter.
Pin Oak Investment Advisors sold 50 Ares Management shares in Q4 2025, an estimated $8K.
Pin Oak Investment Advisors first reported a position in Ares Management in Q1 2020 and held it in 14 quarters.
Pin Oak Investment Advisors's Ares Management position peaked at $8K in Q4 2024.
832 funds tracked by Wall St. Rank held Ares Management as of Q4 2025.

Based on Pin Oak Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.