SOS
ARES icon

Silver Oak Securities’s Ares Management ARES Stock Holding History

Silver Oak Securities’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 		– Sell
-2,041
Closed -$365K – 658
2024
Q4 		$365K Buy
+2,041
New +$348K 0.03% 453

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Silver Oak Securities's ARES Position: Q1 2025 in Review

Silver Oak Securities sold out of Ares Management (ARES) in Q1 2025, closing a stake of 2,041 shares — an estimated $365K sold.

Silver Oak Securities first reported a position in ARES in Q4 2024 and held it in 1 quarter. The position peaked at $365K in Q4 2024. 738 funds tracked by Wall St. Rank hold ARES as of Q1 2025.

  • Silver Oak Securities reported no remaining Ares Management position as of Q1 2025 after selling out during the quarter.
  • Silver Oak Securities sold 2,041 Ares Management shares in Q1 2025, an estimated $365K.
  • Silver Oak Securities first reported a position in Ares Management in Q4 2024 and held it in 1 quarter.
  • Silver Oak Securities's Ares Management position peaked at $365K in Q4 2024.
  • 738 funds tracked by Wall St. Rank held Ares Management as of Q1 2025.

Based on Silver Oak Securities's 13F filing for Q1 2025, filed 21 Apr 2025.