Rise Advisors’s Ares Management ARES Stock Holding History

Rise 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	-270	Closed	-$43.1K	–	196
2025 Q3	$43.1K	Buy	270 +1	+0.4%	+$180	0.02%	282
2025 Q2	$46.6K	Sell	269 -35	-12%	-$5.54K	0.02%	255
2025 Q1	$44.6K	Buy	304 +2	+0.7%	+$346	0.02%	245
2024 Q4	$53.4K	Buy	302 +2	+0.7%	+$341	0.03%	218
2024 Q3	$46.8K	Buy	300 +2	+0.7%	+$290	0.02%	252
2024 Q2	$39.8K	Buy	298 +4	+1%	+$546	0.02%	278
2024 Q1	$39.1K	Buy	294 +54	+23%	+$6.9K	0.02%	284
2023 Q4	$28.6K	Buy	240 +102	+74%	+$11.1K	0.02%	219
2023 Q3	$14.2K	Buy	138 +124	+886%	+$12.5K	0.01%	275
2023 Q2	$1.31K	Hold	14	–	–	﹤0.01%	557
2023 Q1	$1.13K	Buy	14 +1	+8%	+$80	﹤0.01%	645
2022 Q4	$916	Hold	13	–	–	﹤0.01%	661
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	597
2022 Q2	$1K	Buy	+13	New	+$899	﹤0.01%	605

Other funds holding ARES

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SMFG

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Rise Advisors's ARES Position: Q4 2025 in Review

Rise Advisors sold out of Ares Management (ARES) in Q4 2025, closing a stake of 270 shares — an estimated $43.1K sold.

Rise Advisors first reported a position in ARES in Q2 2022 and held it in 14 quarters. The position peaked at $53.4K in Q4 2024. 827 funds tracked by Wall St. Rank hold ARES as of Q4 2025.

Rise Advisors reported no remaining Ares Management position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 270 Ares Management shares in Q4 2025, an estimated $43.1K.
Rise Advisors first reported a position in Ares Management in Q2 2022 and held it in 14 quarters.
Rise Advisors's Ares Management position peaked at $53.4K in Q4 2024.
827 funds tracked by Wall St. Rank held Ares Management as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.