Triasima Portfolio Management’s Ares Management ARES Stock Holding History

Triasima Portfolio Management’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 Q4	–	Sell	-48,743	Closed	-$7.79M	–	145
2025 Q3	$7.79M	Buy	48,743 +1,456	+3%	+$263K	1.18%	27
2025 Q2	$8.19M	Sell	47,287 -1,092	-2%	-$173K	1.5%	20
2025 Q1	$7.09M	Buy	48,379 +4,445	+10%	+$768K	1.4%	19
2024 Q4	$7.78M	Buy	43,934 +1,584	+4%	+$270K	1.51%	21
2024 Q3	$6.6M	Sell	42,350 -10,781	-20%	-$1.56M	1.48%	21
2024 Q2	$7.08M	Sell	53,131 -580	-1%	-$79.2K	0.65%	36
2024 Q1	$7.14M	Sell	53,711 -13,239	-20%	-$1.69M	0.6%	40
2023 Q4	$7.96M	Buy	66,950 +16,010	+31%	+$1.74M	0.66%	32
2023 Q3	$5.24M	Buy	+50,940	New	+$5.15M	0.48%	42

Other funds holding ARES

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

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Triasima Portfolio Management's ARES Position: Q4 2025 in Review

Triasima Portfolio Management sold out of Ares Management (ARES) in Q4 2025, closing a stake of 48,743 shares — an estimated $7.79M sold.

Triasima Portfolio Management first reported a position in ARES in Q3 2023 and held it in 9 quarters. The position peaked at $8.19M in Q2 2025. 831 funds tracked by Wall St. Rank hold ARES as of Q4 2025.

Triasima Portfolio Management reported no remaining Ares Management position as of Q4 2025 after selling out during the quarter.
Triasima Portfolio Management sold 48,743 Ares Management shares in Q4 2025, an estimated $7.79M.
Triasima Portfolio Management first reported a position in Ares Management in Q3 2023 and held it in 9 quarters.
Triasima Portfolio Management's Ares Management position peaked at $8.19M in Q2 2025.
831 funds tracked by Wall St. Rank held Ares Management as of Q4 2025.

Based on Triasima Portfolio Management's 13F filing for Q4 2025, filed 2 Feb 2026.