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Stonegate Investment Group’s Ares Management ARES Stock Holding History

Stonegate Investment Group’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 		$1.02M Buy
6,372
+601
+10% +$108K 0.02% 180
2025
Q2 		$1,000K Buy
5,771
+4,010
+228% +$634K 0.03% 180
2025
Q1 		$258K Buy
1,761
+537
+44% +$92.8K 0.01% 295
2024
Q4 		$217K Buy
+1,224
New +$209K 0.01% 323
2024
Q2 		– Sell
-1,778
Closed -$236K – 394
2024
Q1 		$236K Sell
1,778
-187
-10% -$23.9K 0.01% 289
2023
Q4 		$234K Buy
+1,965
New +$213K 0.01% 274

Other funds holding ARES

Vanguard Group
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stonegate Investment Group's ARES Position: Q3 2025 in Review

Stonegate Investment Group increased its Ares Management (ARES) stake by 10% in Q3 2025, buying an estimated $108K and bringing the position to 6,372 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #180.

Stonegate Investment Group first reported a position in ARES in Q4 2023 and has held it in 6 quarters since. 775 funds tracked by Wall St. Rank hold ARES as of Q3 2025.

  • Stonegate Investment Group held 6,372 shares of Ares Management worth $1.02M as of Q3 2025.
  • Stonegate Investment Group bought 601 Ares Management shares in Q3 2025, an estimated $108K.
  • Ares Management made up 0.02% of Stonegate Investment Group's portfolio in Q3 2025, its #180 holding.
  • Stonegate Investment Group first reported a position in Ares Management in Q4 2023 and has held it in 6 quarters since.
  • 775 funds tracked by Wall St. Rank held Ares Management as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.