Sheaff Brock Investment Advisors’s Ares Management ARES Stock Holding History

Sheaff Brock 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 Q1	$512K	Buy	3,489 +2,336	+203%	+$404K	0.05%	249
2024 Q4	$204K	Buy	+1,153	New	+$197K	0.02%	401
2022 Q3	–	Sell	-3,926	Closed	-$223K	–	497
2022 Q2	$223K	Buy	3,926 +9	+0.2%	+$622	0.02%	396
2022 Q1	$318K	Buy	3,917 +256	+7%	+$19.7K	0.02%	360
2021 Q4	$297K	Buy	3,661 +127	+4%	+$10.3K	0.02%	385
2021 Q3	$261K	Buy	3,534 +275	+8%	+$19.8K	0.02%	415
2021 Q2	$208K	Buy	+3,259	New	+$182K	0.02%	463

Other funds holding ARES

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

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

SMFG

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

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

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sheaff Brock Investment Advisors's ARES Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Ares Management (ARES) stake by 203% in Q1 2025, buying an estimated $404K and bringing the position to 3,489 shares worth $512K. The position accounts for 0.05% of the portfolio, ranked #249.

Sheaff Brock Investment Advisors first reported a position in ARES in Q2 2021 and has held it in 7 quarters since. 741 funds tracked by Wall St. Rank hold ARES as of Q1 2025.

Sheaff Brock Investment Advisors held 3,489 shares of Ares Management worth $512K as of Q1 2025.
Sheaff Brock Investment Advisors bought 2,336 Ares Management shares in Q1 2025, an estimated $404K.
Ares Management made up 0.05% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #249 holding.
Sheaff Brock Investment Advisors first reported a position in Ares Management in Q2 2021 and has held it in 7 quarters since.
741 funds tracked by Wall St. Rank held Ares Management as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.