SAM
ARIS

Synergy Asset Management’s Aris Mining ARIS Stock Holding History

Synergy Asset Management’s Portfolio ARIS Stock Details ARIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-21,870
Closed -$355K – 254
2025
Q4 		$355K Sell
21,870
-7,807
-26% -$96K 0.04% 156
2025
Q3 		$291K Buy
+29,677
New +$237K 0.01% 224

Other funds holding ARIS

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.44% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACA
Apis Capital Advisors New York $1.03B AUM 383.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Synergy Asset Management's ARIS Position: Q1 2026 in Review

Synergy Asset Management sold out of Aris Mining (ARIS) in Q1 2026, closing a stake of 21,870 shares — an estimated $355K sold.

Synergy Asset Management first reported a position in ARIS in Q3 2025 and held it in 2 quarters. The position peaked at $355K in Q4 2025. 164 funds tracked by Wall St. Rank hold ARIS as of Q1 2026.

  • Synergy Asset Management reported no remaining Aris Mining position as of Q1 2026 after selling out during the quarter.
  • Synergy Asset Management sold 21,870 Aris Mining shares in Q1 2026, an estimated $355K.
  • Synergy Asset Management first reported a position in Aris Mining in Q3 2025 and held it in 2 quarters.
  • Synergy Asset Management's Aris Mining position peaked at $355K in Q4 2025.
  • 164 funds tracked by Wall St. Rank held Aris Mining as of Q1 2026.

Based on Synergy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.