Riverview Trust Company’s Ares Management ARES Stock Holding History

Riverview Trust Company’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	-218	Closed	-$32K	–	248
2025 Q1	$32K	Sell	218 -6	-3%	-$1.04K	0.03%	288
2024 Q4	$39.7K	Hold	224	–	–	0.04%	257
2024 Q3	$34.9K	Buy	224 +6	+3%	+$871	0.03%	298
2024 Q2	$29.1K	Hold	218	–	–	0.03%	310
2024 Q1	$29K	Buy	+218	New	+$27.8K	0.02%	349
2023 Q4	–	Sell	-218	Closed	-$22.4K	–	135
2023 Q3	$22.4K	Hold	218	–	–	0.02%	355
2023 Q2	$21K	Hold	218	–	–	0.02%	346
2023 Q1	$18.2K	Hold	218	–	–	0.02%	382
2022 Q4	$15K	Hold	218	–	–	0.01%	413
2022 Q3	$14K	Buy	+218	New	+$15.2K	0.01%	450
2022 Q2	–	Sell	-252	Closed	-$20K	–	715
2022 Q1	$20K	Buy	+252	New	+$19.4K	0.01%	489

Other funds holding ARES

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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Riverview Trust Company's ARES Position: Q2 2025 in Review

Riverview Trust Company sold out of Ares Management (ARES) in Q2 2025, closing a stake of 218 shares — an estimated $32K sold.

Riverview Trust Company first reported a position in ARES in Q1 2022 and held it in 11 quarters. The position peaked at $39.7K in Q4 2024. 770 funds tracked by Wall St. Rank hold ARES as of Q2 2025.

Riverview Trust Company reported no remaining Ares Management position as of Q2 2025 after selling out during the quarter.
Riverview Trust Company sold 218 Ares Management shares in Q2 2025, an estimated $32K.
Riverview Trust Company first reported a position in Ares Management in Q1 2022 and held it in 11 quarters.
Riverview Trust Company's Ares Management position peaked at $39.7K in Q4 2024.
770 funds tracked by Wall St. Rank held Ares Management as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.