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Provenance Wealth Advisors’s Ares Management ARES Stock Holding History

Provenance Wealth 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
Q2 		– Sell
-6
Closed -$880 – 428
2025
Q1 		$880 Hold
6
– – ﹤0.01% 482
2024
Q4 		$1.06K Hold
6
– – ﹤0.01% 488
2024
Q3 		$935 Hold
6
– – ﹤0.01% 540
2024
Q2 		$800 Hold
6
– – ﹤0.01% 464
2024
Q1 		$798 Hold
6
– – ﹤0.01% 498
2023
Q4 		$714 Hold
6
– – ﹤0.01% 557
2023
Q3 		$617 Buy
+6
New +$607 ﹤0.01% 451

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Provenance Wealth Advisors's ARES Position: Q2 2025 in Review

Provenance Wealth Advisors sold out of Ares Management (ARES) in Q2 2025, closing a stake of 6 shares — an estimated $880 sold.

Provenance Wealth Advisors first reported a position in ARES in Q3 2023 and held it in 7 quarters. The position peaked at $1.06K in Q4 2024. 770 funds tracked by Wall St. Rank hold ARES as of Q2 2025.

  • Provenance Wealth Advisors reported no remaining Ares Management position as of Q2 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 6 Ares Management shares in Q2 2025, an estimated $880.
  • Provenance Wealth Advisors first reported a position in Ares Management in Q3 2023 and held it in 7 quarters.
  • Provenance Wealth Advisors's Ares Management position peaked at $1.06K in Q4 2024.
  • 770 funds tracked by Wall St. Rank held Ares Management as of Q2 2025.

Based on Provenance Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.