Stephens Consulting’s Ares Management ARES Stock Holding History

Stephens Consulting’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 Q3	–	Sell	-3	Closed	-$520	–	446
2025 Q2	$520	Buy	+3	New	+$474	﹤0.01%	891

Other funds holding ARES

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

SMFG

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stephens Consulting's ARES Position: Q3 2025 in Review

Stephens Consulting sold out of Ares Management (ARES) in Q3 2025, closing a stake of 3 shares — an estimated $520 sold.

Stephens Consulting first reported a position in ARES in Q2 2025 and held it in 1 quarter. The position peaked at $520 in Q2 2025. 774 funds tracked by Wall St. Rank hold ARES as of Q3 2025.

Stephens Consulting reported no remaining Ares Management position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 3 Ares Management shares in Q3 2025, an estimated $520.
Stephens Consulting first reported a position in Ares Management in Q2 2025 and held it in 1 quarter.
Stephens Consulting's Ares Management position peaked at $520 in Q2 2025.
774 funds tracked by Wall St. Rank held Ares Management as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.